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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 | $11,273 | $47,848-76.4% | $81,473-86.2% | $70,126-83.9% |
| Participation rate | 19.0% | 58.3%-39.3pp | 68.0%-49.0pp | 69.5%-50.6pp |
| Annual return | 10.46% | 27.25%-16.8pp | 38.78%-28.3pp | 73.15%-62.7pp |
| Employer contribution / active EE | $300 | $1,527-80.4% | $2,568-88.3% | $2,343-87.2% |
| Participant deferral / active EE | $568 | $2,453-76.9% | $3,537-84.0% | $3,332-83.0% |
| Admin fee / account holder | $1,555 | $3,145-50.5% | $4,561-65.9% | $4,645-66.5% |