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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 | $15,350 | $62,672-75.5% | $185,117-91.7% | $70,126-78.1% |
| Participation rate | 13.9% | 63.8%-49.9pp | 77.3%-63.4pp | 69.5%-55.7pp |
| Annual return | 11.57% | 40.79%-29.2pp | 40.50%-28.9pp | 73.15%-61.6pp |
| Employer contribution / active EE | $273 | $1,753-84.4% | $4,182-93.5% | $2,343-88.4% |
| Participant deferral / active EE | $484 | $3,272-85.2% | $5,045-90.4% | $3,332-85.5% |
| Admin fee / account holder | $9,888 | $3,932+151.5% | $8,159+21.2% | $4,645+112.9% |