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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 | $8,254 | $78,015-89.4% | $178,505-95.4% | $80,959-89.8% |
| Participation rate | 69.5% | 65.7%+3.8pp | 77.1%-7.6pp | 67.7%+1.8pp |
| Annual return | 8.36% | 18.10%-9.7pp | 27.16%-18.8pp | 35.67%-27.3pp |
| Employer contribution / active EE | $669 | $2,281-70.7% | $3,955-83.1% | $2,757-75.7% |
| Participant deferral / active EE | $694 | $4,406-84.2% | $6,280-88.9% | $4,300-83.9% |
| Admin fee / account holder | $3,441 | $7,160-52.0% | $10,428-67.0% | $6,925-50.3% |