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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 | $15,649 | $58,493-73.2% | $84,021-81.4% | $72,975-78.6% |
| Participation rate | 26.7% | 61.2%-34.6pp | 69.0%-42.4pp | 69.5%-42.8pp |
| Annual return | 15.39% | 28.93%-13.5pp | 71.32%-55.9pp | 81.01%-65.6pp |
| Employer contribution / active EE | $243 | $1,163-79.1% | $1,984-87.8% | $2,440-90.0% |
| Participant deferral / active EE | $968 | $2,394-59.6% | $3,239-70.1% | $3,608-73.2% |
| Admin fee / account holder | $4,159 | $4,569-9.0% | $6,102-31.8% | $5,124-18.8% |