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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 | $9,069 | $81,504-88.9% | $102,437-91.1% | $80,959-88.8% |
| Participation rate | 43.9% | 66.9%-22.9pp | 74.5%-30.6pp | 67.7%-23.8pp |
| Annual return | 1.56% | 25.60%-24.0pp | 24.95%-23.4pp | 35.67%-34.1pp |
| Employer contribution / active EE | $2,527 | $3,104-18.6% | $3,871-34.7% | $2,757-8.4% |
| Participant deferral / active EE | $128 | $3,871-96.7% | $5,060-97.5% | $4,300-97.0% |
| Admin fee / account holder | $1,019 | $6,719-84.8% | $8,388-87.8% | $6,925-85.3% |