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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 | $14,092 | $76,551-81.6% | $123,894-88.6% | $62,881-77.6% |
| Participation rate | 43.8% | 73.0%-29.2pp | 81.4%-37.7pp | 69.3%-25.6pp |
| Annual return | 4.53% | 18.68%-14.1pp | 47.52%-43.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $577 | $2,882-80.0% | $4,617-87.5% | $2,281-74.7% |
| Participant deferral / active EE | $996 | $4,840-79.4% | $5,984-83.4% | $3,203-68.9% |
| Admin fee / account holder | $7,890 | $4,826+63.5% | $8,357-5.6% | $4,296+83.7% |