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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 | $2,454 | $63,354-96.1% | $94,105-97.4% | $82,637-97.0% |
| Participation rate | 54.0% | 63.8%-9.8pp | 71.9%-17.9pp | 68.1%-14.1pp |
| Annual return | 12.16% | 34.36%-22.2pp | 204.55%-192.4pp | 53.51%-41.3pp |
| Employer contribution / active EE | $552 | $1,760-68.7% | $2,504-78.0% | $2,552-78.4% |
| Participant deferral / active EE | $557 | $2,873-80.6% | $3,881-85.7% | $4,126-86.5% |
| Admin fee / account holder | $1,854 | $5,073-63.5% | $6,199-70.1% | $7,339-74.7% |