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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 | $12,203 | $63,809-80.9% | $81,353-85.0% | $80,935-84.9% |
| Participation rate | 58.0% | 63.9%-5.9pp | 69.5%-11.5pp | 67.7%-9.7pp |
| Annual return | 8.74% | 16.37%-7.6pp | 24.82%-16.1pp | 35.66%-26.9pp |
| Employer contribution / active EE | $596 | $1,981-69.9% | $2,464-75.8% | $2,757-78.4% |
| Participant deferral / active EE | $866 | $3,093-72.0% | $3,885-77.7% | $4,299-79.9% |
| Admin fee / account holder | $571 | $5,686-90.0% | $5,766-90.1% | $6,924-91.8% |