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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 | $16,358 | $106,749-84.7% | $145,433-88.8% | $82,448-80.2% |
| Participation rate | 40.7% | 75.6%-34.9pp | 82.1%-41.4pp | 68.1%-27.3pp |
| Annual return | 12.24% | 27.59%-15.3pp | 66.58%-54.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $887 | $3,444-74.2% | $4,554-80.5% | $2,551-65.2% |
| Participant deferral / active EE | $1,669 | $6,519-74.4% | $7,897-78.9% | $4,139-59.7% |
| Admin fee / account holder | $348 | $8,390-95.8% | $13,129-97.3% | $7,234-95.2% |