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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 | $17,510 | $58,512-70.1% | $84,020-79.2% | $72,983-76.0% |
| Participation rate | 65.4% | 61.2%+4.2pp | 69.0%-3.6pp | 69.5%-4.1pp |
| Annual return | 15.72% | 28.93%-13.2pp | 71.31%-55.6pp | 81.01%-65.3pp |
| Employer contribution / active EE | $365 | $1,163-68.6% | $1,984-81.6% | $2,440-85.0% |
| Participant deferral / active EE | $619 | $2,394-74.1% | $3,239-80.9% | $3,608-82.8% |
| Admin fee / account holder | $2,259 | $4,569-50.6% | $6,101-63.0% | $5,124-55.9% |