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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 | $4,271 | $57,061-92.5% | $85,063-95.0% | $80,911-94.7% |
| Participation rate | 33.3% | 56.3%-23.0pp | 67.5%-34.2pp | 67.6%-34.3pp |
| Annual return | 9.07% | 21.66%-12.6pp | 66.54%-57.5pp | 35.63%-26.6pp |
| Employer contribution / active EE | $302 | $1,799-83.2% | $2,727-88.9% | $2,756-89.0% |
| Participant deferral / active EE | $374 | $3,110-88.0% | $4,523-91.7% | $4,297-91.3% |
| Admin fee / account holder | $972 | $4,986-80.5% | $6,155-84.2% | $6,935-86.0% |