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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 | $13,714 | $98,776-86.1% | $149,745-90.8% | $79,856-82.8% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.5%-16.7pp | 69.6%-3.8pp |
| Annual return | 4.25% | 27.38%-23.1pp | 276.72%-272.5pp | 31.71%-27.5pp |
| Employer contribution / active EE | $1,312 | $3,217-59.2% | $4,646-71.8% | $2,471-46.9% |
| Participant deferral / active EE | $1,795 | $5,681-68.4% | $6,843-73.8% | $3,741-52.0% |
| Admin fee / account holder | $11,485 | $6,053+89.8% | $9,312+23.3% | $5,306+116.4% |