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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 | $9,299 | $78,690-88.2% | $161,489-94.2% | $87,485-89.4% |
| Participation rate | 69.4% | 67.5%+2.0pp | 78.7%-9.3pp | 68.9%+0.5pp |
| Annual return | 10.71% | 32.74%-22.0pp | 89.72%-79.0pp | 26.06%-15.3pp |
| Employer contribution / active EE | $1,318 | $2,588-49.1% | $4,268-69.1% | $2,596-49.2% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,665 | $6,724-60.4% | $16,006-83.4% | $7,775-65.7% |