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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 | $15,987 | $77,523-79.4% | $100,383-84.1% | $80,874-80.2% |
| Participation rate | 30.2% | 77.0%-46.7pp | 81.5%-51.3pp | 67.6%-37.4pp |
| Annual return | 11.04% | 37.21%-26.2pp | 49.26%-38.2pp | 35.62%-24.6pp |
| Employer contribution / active EE | $793 | $2,801-71.7% | $3,944-79.9% | $2,756-71.2% |
| Participant deferral / active EE | $804 | $6,822-88.2% | $8,086-90.1% | $4,297-81.3% |
| Admin fee / account holder | $1,256 | $5,899-78.7% | $7,900-84.1% | $6,935-81.9% |