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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 | $11,716 | $109,782-89.3% | $260,467-95.5% | $94,015-87.5% |
| Participation rate | 32.0% | 67.2%-35.2pp | 80.5%-48.5pp | 70.8%-38.8pp |
| Annual return | 10.88% | 18.60%-7.7pp | 100.60%-89.7pp | 17.84%-7.0pp |
| Employer contribution / active EE | $604 | $2,147-71.8% | $4,239-85.7% | $2,790-78.3% |
| Participant deferral / active EE | $261 | $4,044-93.6% | $6,319-95.9% | $4,249-93.9% |
| Admin fee / account holder | $8,499 | $11,958-28.9% | $15,461-45.0% | $8,951-5.1% |