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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 | $16,405 | $73,787-77.8% | $98,716-83.4% | $82,448-80.1% |
| Participation rate | 68.5% | 61.4%+7.1pp | 69.3%-0.8pp | 68.1%+0.5pp |
| Annual return | 11.10% | 18.57%-7.5pp | 31.81%-20.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $430 | $1,511-71.5% | $2,279-81.1% | $2,551-83.1% |
| Participant deferral / active EE | $990 | $3,081-67.9% | $4,048-75.5% | $4,139-76.1% |
| Admin fee / account holder | $997 | $6,500-84.7% | $8,703-88.5% | $7,234-86.2% |