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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 | $57,119-92.5% | $85,187-95.0% | $80,935-94.7% |
| Participation rate | 33.3% | 56.4%-23.1pp | 67.5%-34.2pp | 67.7%-34.3pp |
| Annual return | 9.07% | 21.70%-12.6pp | 66.67%-57.6pp | 35.66%-26.6pp |
| Employer contribution / active EE | $302 | $1,802-83.2% | $2,732-88.9% | $2,757-89.0% |
| Participant deferral / active EE | $374 | $3,115-88.0% | $4,525-91.7% | $4,299-91.3% |
| Admin fee / account holder | $972 | $4,990-80.5% | $6,162-84.2% | $6,924-86.0% |