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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 | $5,468 | $84,953-93.6% | $163,379-96.7% | $82,637-93.4% |
| Participation rate | 51.9% | 65.9%-14.1pp | 76.8%-25.0pp | 68.1%-16.2pp |
| Annual return | 9.42% | 23.07%-13.7pp | 63.41%-54.0pp | 53.51%-44.1pp |
| Employer contribution / active EE | $721 | $2,183-67.0% | $3,752-80.8% | $2,552-71.8% |
| Participant deferral / active EE | $1,208 | $4,326-72.1% | $6,282-80.8% | $4,126-70.7% |
| Admin fee / account holder | $5,709 | $7,921-27.9% | $9,818-41.9% | $7,339-22.2% |