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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 | $14,625 | $71,526-79.6% | $98,450-85.1% | $71,495-79.5% |
| Participation rate | 45.5% | 72.7%-27.2pp | 75.2%-29.6pp | 67.9%-22.4pp |
| Annual return | 10.65% | 32.42%-21.8pp | 21.16%-10.5pp | 28.85%-18.2pp |
| Employer contribution / active EE | $996 | $2,400-58.5% | $3,049-67.3% | $2,589-61.5% |
| Participant deferral / active EE | $1,576 | $4,110-61.7% | $4,739-66.7% | $4,291-63.3% |
| Admin fee / account holder | $10,608 | $1,675+533.2% | $8,961+18.4% | $1,588+568.1% |