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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 | $5,836 | $50,385-88.4% | $75,501-92.3% | $62,293-90.6% |
| Participation rate | 52.8% | 67.7%-14.9pp | 72.4%-19.6pp | 69.5%-16.7pp |
| Annual return | 7.24% | 19.90%-12.7pp | 27.35%-20.1pp | 28.90%-21.7pp |
| Employer contribution / active EE | $674 | $1,537-56.2% | $2,352-71.3% | $2,042-67.0% |
| Participant deferral / active EE | $774 | $2,445-68.4% | $3,142-75.4% | $3,169-75.6% |
| Admin fee / account holder | $5,162 | $384+1243.7% | $5,801-11.0% | $479+976.9% |