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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 | $12,288 | $72,273-83.0% | $101,275-87.9% | $79,856-84.6% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 0.03% | 22.30%-22.3pp | 46.48%-46.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $693 | $2,691-74.2% | $3,660-81.1% | $2,471-71.9% |
| Participant deferral / active EE | $472 | $3,282-85.6% | $4,371-89.2% | $3,741-87.4% |
| Admin fee / account holder | $4,337 | $4,401-1.5% | $5,948-27.1% | $5,306-18.3% |