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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 | $8,646 | $67,602-87.2% | $82,312-89.5% | $70,126-87.7% |
| Participation rate | 44.4% | 72.8%-28.3pp | 76.9%-32.4pp | 69.5%-25.1pp |
| Annual return | 6.01% | 21.57%-15.6pp | 25.88%-19.9pp | 73.15%-67.1pp |
| Employer contribution / active EE | $719 | $1,755-59.1% | $2,428-70.4% | $2,343-69.3% |
| Participant deferral / active EE | $1,283 | $2,987-57.0% | $3,706-65.4% | $3,332-61.5% |
| Admin fee / account holder | $15,908 | $4,512+252.6% | $5,608+183.7% | $4,645+242.5% |