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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 | $9,743 | $80,992-88.0% | $96,534-89.9% | $75,173-87.0% |
| Participation rate | 65.4% | 71.8%-6.4pp | 76.0%-10.6pp | 67.2%-1.8pp |
| Annual return | 12.54% | 27.05%-14.5pp | 25.88%-13.3pp | 160.72%-148.2pp |
| Employer contribution / active EE | $912 | $2,283-60.1% | $2,965-69.3% | $2,671-65.9% |
| Participant deferral / active EE | $1,116 | $3,929-71.6% | $4,851-77.0% | $4,126-72.9% |
| Admin fee / account holder | $399 | $6,717-94.1% | $8,253-95.2% | $5,651-92.9% |