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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 | $9,120 | $63,365-85.6% | $91,994-90.1% | $72,975-87.5% |
| Participation rate | 27.1% | 72.5%-45.4pp | 78.6%-51.6pp | 69.5%-42.4pp |
| Annual return | 15.85% | 35.35%-19.5pp | 69.04%-53.2pp | 81.01%-65.2pp |
| Employer contribution / active EE | $571 | $2,116-73.0% | $3,453-83.5% | $2,440-76.6% |
| Participant deferral / active EE | $795 | $4,883-83.7% | $5,924-86.6% | $3,608-78.0% |
| Admin fee / account holder | $714 | $4,670-84.7% | $7,744-90.8% | $5,124-86.1% |