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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 | $11,311 | $46,877-75.9% | $122,354-90.8% | $70,126-83.9% |
| Participation rate | 34.8% | 58.2%-23.4pp | 71.6%-36.9pp | 69.5%-34.8pp |
| Annual return | 10.59% | 24.22%-13.6pp | 30.28%-19.7pp | 73.15%-62.6pp |
| Employer contribution / active EE | $998 | $1,288-22.5% | $4,051-75.4% | $2,343-57.4% |
| Participant deferral / active EE | $248 | $2,167-88.6% | $3,287-92.5% | $3,332-92.6% |
| Admin fee / account holder | $653 | $3,324-80.3% | $5,479-88.1% | $4,645-85.9% |