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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 | $9,330 | $67,602-86.2% | $82,312-88.7% | $70,126-86.7% |
| Participation rate | 56.0% | 72.8%-16.8pp | 76.9%-20.9pp | 69.5%-13.5pp |
| Annual return | 10.22% | 21.57%-11.4pp | 25.88%-15.7pp | 73.15%-62.9pp |
| Employer contribution / active EE | $568 | $1,755-67.6% | $2,428-76.6% | $2,343-75.7% |
| Participant deferral / active EE | $894 | $2,987-70.1% | $3,706-75.9% | $3,332-73.2% |
| Admin fee / account holder | $1,476 | $4,512-67.3% | $5,608-73.7% | $4,645-68.2% |