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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 | $12,445 | $76,551-83.7% | $123,894-90.0% | $62,881-80.2% |
| Participation rate | 69.0% | 73.0%-3.9pp | 81.4%-12.4pp | 69.3%-0.3pp |
| Annual return | 5.69% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $548 | $2,882-81.0% | $4,617-88.1% | $2,281-76.0% |
| Participant deferral / active EE | $1,954 | $4,840-59.6% | $5,984-67.3% | $3,203-39.0% |
| Admin fee / account holder | $3,531 | $4,826-26.8% | $8,357-57.7% | $4,296-17.8% |