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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 | $12,226 | $68,880-82.2% | $120,580-89.9% | $80,959-84.9% |
| Participation rate | 68.1% | 61.7%+6.4pp | 72.0%-3.9pp | 67.7%+0.4pp |
| Annual return | 10.12% | 23.68%-13.6pp | 107.48%-97.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $641 | $2,066-69.0% | $3,469-81.5% | $2,757-76.7% |
| Participant deferral / active EE | $840 | $3,191-73.7% | $4,995-83.2% | $4,300-80.5% |
| Admin fee / account holder | $1,516 | $5,785-73.8% | $9,418-83.9% | $6,925-78.1% |