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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 | $6,351 | $57,541-89.0% | $95,740-93.4% | $75,173-91.6% |
| Participation rate | 42.9% | 62.5%-19.7pp | 72.3%-29.4pp | 67.2%-24.3pp |
| Annual return | 10.84% | 34.93%-24.1pp | 28.41%-17.6pp | 160.72%-149.9pp |
| Employer contribution / active EE | $424 | $1,808-76.6% | $2,836-85.1% | $2,671-84.1% |
| Participant deferral / active EE | $604 | $3,074-80.3% | $4,244-85.8% | $4,126-85.4% |
| Admin fee / account holder | $2,310 | $4,099-43.6% | $5,676-59.3% | $5,651-59.1% |