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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 | $15,174 | $80,855-81.2% | $153,416-90.1% | $86,983-82.6% |
| Participation rate | 27.0% | 64.1%-37.1pp | 74.3%-47.3pp | 69.5%-42.5pp |
| Annual return | 9.67% | 16.18%-6.5pp | 17.84%-8.2pp | 25.83%-16.2pp |
| Employer contribution / active EE | $656 | $2,308-71.6% | $3,764-82.6% | $2,584-74.6% |
| Participant deferral / active EE | $830 | $3,333-75.1% | $4,723-82.4% | $4,194-80.2% |
| Admin fee / account holder | $11,241 | $6,908+62.7% | $13,095-14.2% | $7,856+43.1% |