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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 | $76,834-78.6% | $108,359-84.9% | $87,485-81.2% |
| Participation rate | 68.5% | 61.7%+6.8pp | 70.1%-1.6pp | 68.9%-0.4pp |
| Annual return | 11.10% | 19.09%-8.0pp | 36.89%-25.8pp | 26.06%-15.0pp |
| Employer contribution / active EE | $430 | $1,556-72.4% | $2,399-82.1% | $2,596-83.4% |
| Participant deferral / active EE | $990 | $3,100-68.1% | $4,137-76.1% | $4,274-76.8% |
| Admin fee / account holder | $997 | $6,537-84.7% | $9,741-89.8% | $7,775-87.2% |