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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 | $8,467 | $63,365-86.6% | $91,994-90.8% | $72,976-88.4% |
| Participation rate | 51.9% | 72.5%-20.7pp | 78.6%-26.8pp | 69.5%-17.6pp |
| Annual return | 14.99% | 35.35%-20.4pp | 69.04%-54.0pp | 81.02%-66.0pp |
| Employer contribution / active EE | $584 | $2,116-72.4% | $3,453-83.1% | $2,440-76.1% |
| Participant deferral / active EE | $1,210 | $4,883-75.2% | $5,924-79.6% | $3,608-66.5% |
| Admin fee / account holder | $3,939 | $4,670-15.6% | $7,744-49.1% | $5,124-23.1% |