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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 | $81,403-81.4% | $147,027-89.7% | $87,485-82.7% |
| Participation rate | 27.0% | 63.4%-36.4pp | 73.7%-46.7pp | 68.9%-41.9pp |
| Annual return | 9.67% | 16.51%-6.8pp | 20.23%-10.6pp | 26.06%-16.4pp |
| Employer contribution / active EE | $656 | $2,205-70.2% | $3,626-81.9% | $2,596-74.7% |
| Participant deferral / active EE | $830 | $3,315-75.0% | $4,933-83.2% | $4,274-80.6% |
| Admin fee / account holder | $11,241 | $6,755+66.4% | $12,223-8.0% | $7,775+44.6% |