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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 | $15,480 | $69,590-77.8% | $136,867-88.7% | $94,015-83.5% |
| Participation rate | 34.0% | 66.3%-32.3pp | 74.5%-40.5pp | 70.8%-36.8pp |
| Annual return | 9.30% | 19.62%-10.3pp | 42.97%-33.7pp | 17.84%-8.5pp |
| Employer contribution / active EE | $794 | $2,396-66.9% | $3,547-77.6% | $2,790-71.6% |
| Participant deferral / active EE | $440 | $3,437-87.2% | $4,924-91.1% | $4,249-89.7% |
| Admin fee / account holder | $1,563 | $8,912-82.5% | $10,340-84.9% | $8,951-82.5% |