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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 | $13,161 | $84,236-84.4% | $170,435-92.3% | $70,126-81.2% |
| Participation rate | 35.6% | 70.8%-35.2pp | 83.6%-48.0pp | 69.5%-33.9pp |
| Annual return | 4.58% | 23.06%-18.5pp | 205.94%-201.4pp | 73.15%-68.6pp |
| Employer contribution / active EE | $477 | $3,387-85.9% | $5,432-91.2% | $2,343-79.6% |
| Participant deferral / active EE | $537 | $3,086-82.6% | $4,939-89.1% | $3,332-83.9% |
| Admin fee / account holder | $1,391 | $5,698-75.6% | $13,881-90.0% | $4,645-70.1% |