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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 | $12,881 | $77,638-83.4% | $156,551-91.8% | $62,881-79.5% |
| Participation rate | 54.5% | 71.2%-16.7pp | 84.0%-29.5pp | 69.3%-14.8pp |
| Annual return | 3.89% | 50.33%-46.4pp | 32.23%-28.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $440 | $3,444-87.2% | $5,501-92.0% | $2,281-80.7% |
| Participant deferral / active EE | $645 | $3,046-78.8% | $4,871-86.8% | $3,203-79.9% |
| Admin fee / account holder | $1,990 | $5,561-64.2% | $13,028-84.7% | $4,296-53.7% |