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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 | $9,010 | $61,391-85.3% | $149,723-94.0% | $71,529-87.4% |
| Participation rate | 36.8% | 62.5%-25.7pp | 78.8%-42.0pp | 67.9%-31.1pp |
| Annual return | 11.08% | 35.88%-24.8pp | 134.50%-123.4pp | 28.97%-17.9pp |
| Employer contribution / active EE | $684 | $2,384-71.3% | $4,821-85.8% | $2,590-73.6% |
| Participant deferral / active EE | $540 | $2,921-81.5% | $5,682-90.5% | $4,291-87.4% |
| Admin fee / account holder | $1,619 | $1,264+28.0% | $13,215-87.8% | $1,588+1.9% |