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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 | $6,347 | $48,314-86.9% | $67,561-90.6% | $80,925-92.2% |
| Participation rate | 40.9% | 66.4%-25.5pp | 72.9%-32.0pp | 67.7%-26.7pp |
| Annual return | 11.05% | 18.28%-7.2pp | 3525.44%-3514.4pp | 35.65%-24.6pp |
| Employer contribution / active EE | $417 | $2,022-79.4% | $2,735-84.7% | $2,756-84.9% |
| Participant deferral / active EE | $467 | $2,927-84.1% | $4,003-88.3% | $4,299-89.1% |
| Admin fee / account holder | $457 | $3,690-87.6% | $4,006-88.6% | $6,940-93.4% |