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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 | $15,764 | $70,475-77.6% | $100,525-84.3% | $79,860-80.3% |
| Participation rate | 65.7% | 73.7%-7.9pp | 79.4%-13.7pp | 69.6%-3.9pp |
| Annual return | 3.16% | 21.90%-18.7pp | 30.89%-27.7pp | 31.72%-28.6pp |
| Employer contribution / active EE | $725 | $2,165-66.5% | $3,418-78.8% | $2,471-70.7% |
| Participant deferral / active EE | $1,588 | $5,181-69.4% | $6,270-74.7% | $3,740-57.5% |
| Admin fee / account holder | $2,134 | $4,478-52.3% | $8,082-73.6% | $5,306-59.8% |