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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 | $1,673 | $77,574-97.8% | $108,753-98.5% | $86,983-98.1% |
| Participation rate | 55.0% | 62.3%-7.3pp | 71.1%-16.1pp | 69.5%-14.5pp |
| Annual return | 10.11% | 18.42%-8.3pp | 37.47%-27.4pp | 25.83%-15.7pp |
| Employer contribution / active EE | $434 | $1,611-73.0% | $2,427-82.1% | $2,584-83.2% |
| Participant deferral / active EE | $1,114 | $3,128-64.4% | $4,115-72.9% | $4,194-73.4% |
| Admin fee / account holder | $23,966 | $6,529+267.1% | $10,320+132.2% | $7,856+205.1% |