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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 | $15,168 | $67,606-77.6% | $82,313-81.6% | $70,124-78.4% |
| Participation rate | 58.5% | 72.8%-14.3pp | 76.9%-18.4pp | 69.5%-11.1pp |
| Annual return | 10.82% | 21.57%-10.7pp | 25.88%-15.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $572 | $1,755-67.4% | $2,428-76.4% | $2,342-75.6% |
| Participant deferral / active EE | $860 | $2,987-71.2% | $3,706-76.8% | $3,332-74.2% |
| Admin fee / account holder | $2,291 | $4,512-49.2% | $5,608-59.2% | $4,645-50.7% |