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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 | $15,109 | $67,602-77.6% | $82,312-81.6% | $70,126-78.5% |
| Participation rate | 26.7% | 72.8%-46.1pp | 76.9%-50.2pp | 69.5%-42.9pp |
| Annual return | 0.11% | 21.57%-21.5pp | 25.88%-25.8pp | 73.15%-73.0pp |
| Employer contribution / active EE | $770 | $1,755-56.1% | $2,428-68.3% | $2,343-67.1% |
| Participant deferral / active EE | $1,339 | $2,987-55.2% | $3,706-63.9% | $3,332-59.8% |
| Admin fee / account holder | $4,975 | $4,512+10.3% | $5,608-11.3% | $4,645+7.1% |