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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 | $18,052 | $83,485-78.4% | $125,195-85.6% | $72,976-75.3% |
| Participation rate | 65.4% | 73.3%-7.9pp | 79.8%-14.4pp | 69.5%-4.1pp |
| Annual return | 4.92% | 25.77%-20.8pp | 43.79%-38.9pp | 81.02%-76.1pp |
| Employer contribution / active EE | $570 | $2,346-75.7% | $3,866-85.3% | $2,440-76.6% |
| Participant deferral / active EE | $1,506 | $3,586-58.0% | $4,937-69.5% | $3,608-58.3% |
| Admin fee / account holder | $984 | $5,518-82.2% | $9,704-89.9% | $5,124-80.8% |