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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 | $9,559 | $43,075-77.8% | $74,577-87.2% | $62,881-84.8% |
| Participation rate | 69.2% | 58.1%+11.2pp | 68.1%+1.1pp | 69.3%-0.1pp |
| Annual return | 3.15% | 17.50%-14.3pp | 20.47%-17.3pp | 20.14%-17.0pp |
| Employer contribution / active EE | $6,667 | $1,498+345.2% | $2,525+164.0% | $2,281+192.3% |
| Participant deferral / active EE | $252 | $2,389-89.5% | $3,458-92.7% | $3,203-92.1% |
| Admin fee / account holder | $5,446 | $2,840+91.8% | $4,138+31.6% | $4,296+26.8% |