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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 | $15,493 | $86,938-82.2% | $102,423-84.9% | $80,925-80.9% |
| Participation rate | 55.8% | 72.4%-16.5pp | 76.5%-20.7pp | 67.7%-11.8pp |
| Annual return | 9.52% | 18.89%-9.4pp | 29.42%-19.9pp | 35.65%-26.1pp |
| Employer contribution / active EE | $822 | $2,369-65.3% | $3,023-72.8% | $2,756-70.2% |
| Participant deferral / active EE | $1,463 | $4,120-64.5% | $5,054-71.0% | $4,299-66.0% |
| Admin fee / account holder | $614 | $8,053-92.4% | $9,455-93.5% | $6,940-91.1% |