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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 | $11,840 | $70,486-83.2% | $100,528-88.2% | $79,852-85.2% |
| Participation rate | 20.0% | 73.6%-53.6pp | 79.4%-59.4pp | 69.6%-49.6pp |
| Annual return | 7.31% | 21.90%-14.6pp | 30.90%-23.6pp | 31.72%-24.4pp |
| Employer contribution / active EE | $359 | $2,165-83.4% | $3,419-89.5% | $2,471-85.5% |
| Participant deferral / active EE | $589 | $5,182-88.6% | $6,271-90.6% | $3,740-84.2% |
| Admin fee / account holder | $2,406 | $4,480-46.3% | $8,084-70.2% | $5,306-54.7% |