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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 | $12,444 | $138,386-91.0% | $184,260-93.2% | $80,935-84.6% |
| Participation rate | 59.4% | 83.9%-24.5pp | 86.8%-27.4pp | 67.7%-8.3pp |
| Annual return | 10.92% | 20.02%-9.1pp | 28.84%-17.9pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,640 | $4,851-66.2% | $6,427-74.5% | $2,757-40.5% |
| Participant deferral / active EE | $2,263 | $7,076-68.0% | $9,133-75.2% | $4,299-47.4% |
| Admin fee / account holder | $4,480 | $10,489-57.3% | $13,898-67.8% | $6,924-35.3% |