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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 | $13,039 | $72,486-82.0% | $87,103-85.0% | $72,976-82.1% |
| Participation rate | 69.2% | 72.8%-3.6pp | 76.9%-7.6pp | 69.5%-0.3pp |
| Annual return | 9.14% | 24.46%-15.3pp | 28.19%-19.0pp | 81.02%-71.9pp |
| Employer contribution / active EE | $1,769 | $1,894-6.6% | $2,521-29.8% | $2,440-27.5% |
| Participant deferral / active EE | $339 | $3,270-89.6% | $4,049-91.6% | $3,608-90.6% |
| Admin fee / account holder | $1,135 | $5,055-77.5% | $7,491-84.8% | $5,124-77.8% |