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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,209 | $84,236-87.9% | $170,435-94.0% | $70,126-85.4% |
| Participation rate | 47.4% | 70.8%-23.5pp | 83.6%-36.2pp | 69.5%-22.2pp |
| Annual return | 6.19% | 23.06%-16.9pp | 205.94%-199.8pp | 73.15%-67.0pp |
| Employer contribution / active EE | $523 | $3,387-84.6% | $5,432-90.4% | $2,343-77.7% |
| Participant deferral / active EE | $580 | $3,086-81.2% | $4,939-88.3% | $3,332-82.6% |
| Admin fee / account holder | $1,500 | $5,698-73.7% | $13,881-89.2% | $4,645-67.7% |