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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 | $10,861 | $56,287-80.7% | $80,977-86.6% | $62,881-82.7% |
| Participation rate | 63.5% | 68.9%-5.5pp | 75.8%-12.3pp | 69.3%-5.8pp |
| Annual return | 5.20% | 22.13%-16.9pp | 17.11%-11.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $412 | $1,943-78.8% | $3,715-88.9% | $2,281-81.9% |
| Participant deferral / active EE | $1,009 | $4,196-76.0% | $5,696-82.3% | $3,203-68.5% |
| Admin fee / account holder | $6,387 | $3,742+70.7% | $5,517+15.8% | $4,296+48.7% |