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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 | $17,393 | $86,938-80.0% | $102,423-83.0% | $80,925-78.5% |
| Participation rate | 51.8% | 72.4%-20.6pp | 76.5%-24.7pp | 67.7%-15.9pp |
| Annual return | 8.21% | 18.89%-10.7pp | 29.42%-21.2pp | 35.65%-27.4pp |
| Employer contribution / active EE | $6,327 | $2,369+167.0% | $3,023+109.3% | $2,756+129.5% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,096 | $8,053+13.0% | $9,455-3.8% | $6,940+31.1% |