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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 | $9,611 | $65,395-85.3% | $182,531-94.7% | $72,983-86.8% |
| Participation rate | 59.6% | 65.4%-5.8pp | 78.0%-18.4pp | 69.5%-9.9pp |
| Annual return | 17.04% | 27.68%-10.6pp | 148.57%-131.5pp | 81.01%-64.0pp |
| Employer contribution / active EE | $3,030 | $1,911+58.5% | $4,075-25.6% | $2,440+24.2% |
| Participant deferral / active EE | $682 | $3,563-80.9% | $5,525-87.7% | $3,608-81.1% |
| Admin fee / account holder | $304 | $4,245-92.8% | $8,593-96.5% | $5,124-94.1% |