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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 | $10,107 | $83,485-87.9% | $125,195-91.9% | $72,976-86.2% |
| Participation rate | 33.3% | 73.3%-40.0pp | 79.8%-46.4pp | 69.5%-36.2pp |
| Annual return | 10.44% | 25.77%-15.3pp | 43.79%-33.4pp | 81.02%-70.6pp |
| Employer contribution / active EE | $751 | $2,346-68.0% | $3,866-80.6% | $2,440-69.2% |
| Participant deferral / active EE | $1,530 | $3,586-57.3% | $4,937-69.0% | $3,608-57.6% |
| Admin fee / account holder | $1,055 | $5,518-80.9% | $9,704-89.1% | $5,124-79.4% |