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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 | $6,954 | $91,474-92.4% | $135,982-94.9% | $71,529-90.3% |
| Participation rate | 49.1% | 75.7%-26.6pp | 81.9%-32.8pp | 67.9%-18.9pp |
| Annual return | 12.91% | 29.89%-17.0pp | 68.32%-55.4pp | 28.97%-16.1pp |
| Employer contribution / active EE | $1,218 | $3,705-67.1% | $4,859-74.9% | $2,590-53.0% |
| Participant deferral / active EE | $995 | $7,095-86.0% | $7,760-87.2% | $4,291-76.8% |
| Admin fee / account holder | $1,667 | $1,267+31.5% | $10,767-84.5% | $1,588+4.9% |