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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 | $16,826 | $84,458-80.1% | $102,184-83.5% | $64,340-73.8% |
| Participation rate | 15.5% | 74.2%-58.7pp | 82.6%-67.1pp | 55.2%-39.7pp |
| Annual return | 9.45% | 45.73%-36.3pp | 31.58%-22.1pp | 24.14%-14.7pp |
| Employer contribution / active EE | $343 | $2,412-85.8% | $3,594-90.5% | $1,862-81.6% |
| Participant deferral / active EE | $724 | $6,208-88.3% | $8,309-91.3% | $2,980-75.7% |
| Admin fee / account holder | $2,186 | $2,926-25.3% | $11,609-81.2% | $3,703-41.0% |