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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 | $15,687 | $72,027-78.2% | $185,835-91.6% | $79,852-80.4% |
| Participation rate | 66.0% | 65.8%+0.2pp | 78.0%-12.1pp | 69.6%-3.7pp |
| Annual return | 10.45% | 23.13%-12.7pp | 35.96%-25.5pp | 31.72%-21.3pp |
| Employer contribution / active EE | $5,164 | $1,965+162.8% | $4,087+26.4% | $2,471+109.0% |
| Participant deferral / active EE | $1,153 | $3,780-69.5% | $5,633-79.5% | $3,740-69.2% |
| Admin fee / account holder | $1,418 | $4,513-68.6% | $9,502-85.1% | $5,306-73.3% |