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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 | $16,174 | $48,364-66.6% | $71,796-77.5% | $62,881-74.3% |
| Participation rate | 66.1% | 60.6%+5.5pp | 69.1%-3.0pp | 69.3%-3.2pp |
| Annual return | 2.38% | 13.16%-10.8pp | 78.04%-75.7pp | 20.14%-17.8pp |
| Employer contribution / active EE | $402 | $1,042-61.5% | $1,924-79.1% | $2,281-82.4% |
| Participant deferral / active EE | $771 | $2,091-63.1% | $2,794-72.4% | $3,203-75.9% |
| Admin fee / account holder | $4,631 | $3,771+22.8% | $4,815-3.8% | $4,296+7.8% |