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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 | $16,722 | $73,787-77.3% | $98,716-83.1% | $82,448-79.7% |
| Participation rate | 44.8% | 61.4%-16.6pp | 69.3%-24.5pp | 68.1%-23.2pp |
| Annual return | 7.52% | 18.57%-11.0pp | 31.81%-24.3pp | 41.64%-34.1pp |
| Employer contribution / active EE | $954 | $1,511-36.9% | $2,279-58.1% | $2,551-62.6% |
| Participant deferral / active EE | $1,186 | $3,081-61.5% | $4,048-70.7% | $4,139-71.4% |
| Admin fee / account holder | $1,018 | $6,500-84.3% | $8,703-88.3% | $7,234-85.9% |