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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 | $14,918 | $64,359-76.8% | $90,161-83.5% | $70,126-78.7% |
| Participation rate | 44.4% | 70.4%-26.0pp | 76.9%-32.4pp | 69.5%-25.1pp |
| Annual return | 13.55% | 28.13%-14.6pp | 34.89%-21.3pp | 73.15%-59.6pp |
| Employer contribution / active EE | $825 | $2,046-59.7% | $3,318-75.1% | $2,343-64.8% |
| Participant deferral / active EE | $1,515 | $4,389-65.5% | $5,287-71.3% | $3,332-54.5% |
| Admin fee / account holder | $3,960 | $3,945+0.4% | $5,943-33.4% | $4,645-14.7% |