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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 | $11,304 | $86,940-87.0% | $102,434-89.0% | $80,935-86.0% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 9.90% | 18.89%-9.0pp | 29.46%-19.6pp | 35.66%-25.8pp |
| Employer contribution / active EE | $721 | $2,370-69.6% | $3,023-76.1% | $2,757-73.8% |
| Participant deferral / active EE | $1,709 | $4,121-58.5% | $5,055-66.2% | $4,299-60.3% |
| Admin fee / account holder | $1,513 | $8,047-81.2% | $9,462-84.0% | $6,924-78.2% |