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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 | $14,127 | $71,208-80.2% | $93,681-84.9% | $80,911-82.5% |
| Participation rate | 20.0% | 60.4%-40.4pp | 68.7%-48.7pp | 67.6%-47.6pp |
| Annual return | 6.67% | 11.27%-4.6pp | 133.47%-126.8pp | 35.63%-29.0pp |
| Employer contribution / active EE | $437 | $1,564-72.1% | $2,422-82.0% | $2,756-84.2% |
| Participant deferral / active EE | $461 | $4,035-88.6% | $4,415-89.6% | $4,297-89.3% |
| Admin fee / account holder | $2,481 | $6,951-64.3% | $8,290-70.1% | $6,935-64.2% |