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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 | $16,182 | $54,541-70.3% | $78,778-79.5% | $70,126-76.9% |
| Participation rate | 54.0% | 60.8%-6.8pp | 69.2%-15.2pp | 69.5%-15.6pp |
| Annual return | 10.79% | 21.07%-10.3pp | 35.62%-24.8pp | 73.15%-62.4pp |
| Employer contribution / active EE | $240 | $1,089-78.0% | $1,986-87.9% | $2,343-89.8% |
| Participant deferral / active EE | $510 | $2,210-76.9% | $2,958-82.8% | $3,332-84.7% |
| Admin fee / account holder | $3,561 | $3,709-4.0% | $5,134-30.6% | $4,645-23.3% |