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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 | $16,130 | $76,551-78.9% | $123,894-87.0% | $62,881-74.3% |
| Participation rate | 64.3% | 73.0%-8.7pp | 81.4%-17.1pp | 69.3%-5.0pp |
| Annual return | 4.91% | 18.68%-13.8pp | 47.52%-42.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $703 | $2,882-75.6% | $4,617-84.8% | $2,281-69.2% |
| Participant deferral / active EE | $1,845 | $4,840-61.9% | $5,984-69.2% | $3,203-42.4% |
| Admin fee / account holder | $1,347 | $4,826-72.1% | $8,357-83.9% | $4,296-68.6% |