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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 | $14,338 | $93,598-84.7% | $135,974-89.5% | $75,173-80.9% |
| Participation rate | 38.0% | 75.2%-37.2pp | 81.9%-43.9pp | 67.2%-29.2pp |
| Annual return | 13.12% | 30.89%-17.8pp | 68.30%-55.2pp | 160.72%-147.6pp |
| Employer contribution / active EE | $1,905 | $3,538-46.1% | $4,859-60.8% | $2,671-28.7% |
| Participant deferral / active EE | $192 | $6,405-97.0% | $7,760-97.5% | $4,126-95.3% |
| Admin fee / account holder | $868 | $6,978-87.6% | $10,767-91.9% | $5,651-84.6% |