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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 | $7,772 | $41,377-81.2% | $109,313-92.9% | $62,881-87.6% |
| Participation rate | 47.2% | 57.5%-10.3pp | 71.3%-24.0pp | 69.3%-22.1pp |
| Annual return | 3.49% | 11.05%-7.6pp | 22.07%-18.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $558 | $1,276-56.2% | $3,892-85.7% | $2,281-75.5% |
| Participant deferral / active EE | $696 | $2,045-66.0% | $3,166-78.0% | $3,203-78.3% |
| Admin fee / account holder | $3,953 | $2,884+37.1% | $5,666-30.2% | $4,296-8.0% |