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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 | $17,990 | $99,875-82.0% | $146,866-87.8% | $86,983-79.3% |
| Participation rate | 13.7% | 75.8%-62.1pp | 82.5%-68.8pp | 69.5%-55.8pp |
| Annual return | 12.54% | 28.10%-15.6pp | 102.85%-90.3pp | 25.83%-13.3pp |
| Employer contribution / active EE | $657 | $3,224-79.6% | $4,425-85.2% | $2,584-74.6% |
| Participant deferral / active EE | $174 | $6,322-97.3% | $7,759-97.8% | $4,194-95.9% |
| Admin fee / account holder | $9,233 | $7,838+17.8% | $13,620-32.2% | $7,856+17.5% |