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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 | $5,909 | $57,119-89.7% | $85,187-93.1% | $80,935-92.7% |
| Participation rate | 14.1% | 56.4%-42.3pp | 67.5%-53.4pp | 67.7%-53.6pp |
| Annual return | 7.23% | 21.70%-14.5pp | 66.67%-59.4pp | 35.66%-28.4pp |
| Employer contribution / active EE | $356 | $1,802-80.3% | $2,732-87.0% | $2,757-87.1% |
| Participant deferral / active EE | $433 | $3,115-86.1% | $4,525-90.4% | $4,299-89.9% |
| Admin fee / account holder | $2,173 | $4,990-56.5% | $6,162-64.7% | $6,924-68.6% |