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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 | $10,741 | $53,128-79.8% | $86,581-87.6% | $70,124-84.7% |
| Participation rate | 40.0% | 65.3%-25.3pp | 73.5%-33.5pp | 69.5%-29.5pp |
| Annual return | 12.09% | 27.66%-15.6pp | 965.06%-953.0pp | 73.14%-61.1pp |
| Employer contribution / active EE | $388 | $2,068-81.2% | $2,840-86.3% | $2,342-83.4% |
| Participant deferral / active EE | $609 | $2,695-77.4% | $3,609-83.1% | $3,332-81.7% |
| Admin fee / account holder | $1,238 | $3,584-65.5% | $4,904-74.8% | $4,645-73.4% |