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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 | $13,932 | $93,345-85.1% | $119,126-88.3% | $87,485-84.1% |
| Participation rate | 39.2% | 68.7%-29.5pp | 75.8%-36.5pp | 68.9%-29.7pp |
| Annual return | 9.25% | 19.08%-9.8pp | 282.11%-272.9pp | 26.06%-16.8pp |
| Employer contribution / active EE | $1,181 | $3,172-62.8% | $4,034-70.7% | $2,596-54.5% |
| Participant deferral / active EE | $420 | $4,099-89.7% | $5,318-92.1% | $4,274-90.2% |
| Admin fee / account holder | $4,326 | $8,039-46.2% | $10,693-59.5% | $7,775-44.4% |