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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 | $1,334 | $45,343-97.1% | $150,298-99.1% | $67,986-98.0% |
| Participation rate | 39.3% | 51.9%-12.6pp | 77.8%-38.5pp | 57.2%-17.9pp |
| Annual return | 3.26% | 33.28%-30.0pp | 62.79%-59.5pp | 31.67%-28.4pp |
| Employer contribution / active EE | $216 | $1,462-85.2% | $4,154-94.8% | $2,019-89.3% |
| Participant deferral / active EE | $265 | $2,055-87.1% | $5,453-95.1% | $3,358-92.1% |
| Admin fee / account holder | $1,532 | $2,250-31.9% | $14,116-89.1% | $3,203-52.2% |