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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 | $13,124 | $52,306-74.9% | $69,779-81.2% | $62,881-79.1% |
| Participation rate | 45.5% | 67.2%-21.8pp | 71.8%-26.4pp | 69.3%-23.9pp |
| Annual return | 2.61% | 13.35%-10.7pp | 12.99%-10.4pp | 20.14%-17.5pp |
| Employer contribution / active EE | $564 | $1,799-68.6% | $2,338-75.9% | $2,281-75.3% |
| Participant deferral / active EE | $703 | $2,395-70.7% | $2,931-76.0% | $3,203-78.1% |
| Admin fee / account holder | $330 | $3,691-91.1% | $4,381-92.5% | $4,296-92.3% |