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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 | $12,118 | $73,787-83.6% | $98,716-87.7% | $82,448-85.3% |
| Participation rate | 25.0% | 61.4%-36.4pp | 69.3%-44.3pp | 68.1%-43.1pp |
| Annual return | 6.50% | 18.57%-12.1pp | 31.81%-25.3pp | 41.64%-35.1pp |
| Employer contribution / active EE | $395 | $1,511-73.9% | $2,279-82.7% | $2,551-84.5% |
| Participant deferral / active EE | $657 | $3,081-78.7% | $4,048-83.8% | $4,139-84.1% |
| Admin fee / account holder | $2,275 | $6,500-65.0% | $8,703-73.9% | $7,234-68.5% |