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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 | $15,055 | $76,551-80.3% | $123,894-87.8% | $62,881-76.1% |
| Participation rate | 57.1% | 73.0%-15.8pp | 81.4%-24.3pp | 69.3%-12.2pp |
| Annual return | 2.81% | 18.68%-15.9pp | 47.52%-44.7pp | 20.14%-17.3pp |
| Employer contribution / active EE | $455 | $2,882-84.2% | $4,617-90.1% | $2,281-80.1% |
| Participant deferral / active EE | $1,443 | $4,840-70.2% | $5,984-75.9% | $3,203-55.0% |
| Admin fee / account holder | $724 | $4,826-85.0% | $8,357-91.3% | $4,296-83.1% |