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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 | $9,832 | $78,670-87.5% | $109,173-91.0% | $85,847-88.5% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 7.59% | 25.09%-17.5pp | 25.75%-18.2pp | 318.61%-311.0pp |
| Employer contribution / active EE | $3,663 | $2,734+34.0% | $3,723-1.6% | $2,565+42.8% |
| Participant deferral / active EE | $147 | $3,467-95.7% | $4,654-96.8% | $3,952-96.3% |
| Admin fee / account holder | $1,843 | $5,469-66.3% | $6,755-72.7% | $6,261-70.6% |