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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 | $15,003 | $67,602-77.8% | $82,312-81.8% | $70,126-78.6% |
| Participation rate | 56.7% | 72.8%-16.1pp | 76.9%-20.2pp | 69.5%-12.9pp |
| Annual return | 11.86% | 21.57%-9.7pp | 25.88%-14.0pp | 73.15%-61.3pp |
| Employer contribution / active EE | $841 | $1,755-52.1% | $2,428-65.4% | $2,343-64.1% |
| Participant deferral / active EE | $1,321 | $2,987-55.8% | $3,706-64.4% | $3,332-60.4% |
| Admin fee / account holder | $6,850 | $4,512+51.8% | $5,608+22.2% | $4,645+47.5% |