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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 | $14,670 | $53,777-72.7% | $134,155-89.1% | $79,858-81.6% |
| Participation rate | 67.6% | 58.8%+8.9pp | 72.2%-4.5pp | 69.6%-2.0pp |
| Annual return | 9.63% | 19.01%-9.4pp | 36.34%-26.7pp | 31.72%-22.1pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $374 | $2,420-84.5% | $3,500-89.3% | $3,740-90.0% |
| Admin fee / account holder | $3,802 | $3,984-4.6% | $6,685-43.1% | $5,306-28.3% |