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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 | $10,085 | $73,107-86.2% | $114,563-91.2% | $87,485-88.5% |
| Participation rate | 30.6% | 65.8%-35.2pp | 72.9%-42.3pp | 68.9%-38.4pp |
| Annual return | 10.04% | 19.47%-9.4pp | 241.09%-231.1pp | 26.06%-16.0pp |
| Employer contribution / active EE | $357 | $1,881-81.0% | $2,592-86.2% | $2,596-86.2% |
| Participant deferral / active EE | $700 | $3,144-77.7% | $4,142-83.1% | $4,274-83.6% |
| Admin fee / account holder | $3,746 | $5,770-35.1% | $7,623-50.9% | $7,775-51.8% |