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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 | $12,471 | $84,236-85.2% | $170,435-92.7% | $70,126-82.2% |
| Participation rate | 30.6% | 70.8%-40.2pp | 83.6%-53.0pp | 69.5%-38.9pp |
| Annual return | 7.73% | 23.06%-15.3pp | 205.94%-198.2pp | 73.15%-65.4pp |
| Employer contribution / active EE | $397 | $3,387-88.3% | $5,432-92.7% | $2,343-83.1% |
| Participant deferral / active EE | $412 | $3,086-86.6% | $4,939-91.6% | $3,332-87.6% |
| Admin fee / account holder | $1,513 | $5,698-73.4% | $13,881-89.1% | $4,645-67.4% |