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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 | $13,507 | $52,639-74.3% | $185,117-92.7% | $62,293-78.3% |
| Participation rate | 40.0% | 63.9%-23.9pp | 77.3%-37.3pp | 69.5%-29.5pp |
| Annual return | 13.19% | 19.57%-6.4pp | 40.50%-27.3pp | 28.90%-15.7pp |
| Employer contribution / active EE | $533 | $1,483-64.0% | $4,182-87.3% | $2,042-73.9% |
| Participant deferral / active EE | $718 | $3,097-76.8% | $5,045-85.8% | $3,169-77.4% |
| Admin fee / account holder | $1,513 | $374+304.8% | $8,159-81.5% | $479+215.5% |