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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 | $12,911 | $106,524-87.9% | $152,301-91.5% | $87,485-85.2% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.4%-12.8pp | 68.9%+0.8pp |
| Annual return | 10.02% | 26.89%-16.9pp | 80.50%-70.5pp | 26.06%-16.0pp |
| Employer contribution / active EE | $644 | $3,371-80.9% | $4,624-86.1% | $2,596-75.2% |
| Participant deferral / active EE | $1,765 | $6,525-73.0% | $8,004-78.0% | $4,274-58.7% |
| Admin fee / account holder | $1,700 | $8,287-79.5% | $14,398-88.2% | $7,775-78.1% |