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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 | $11,699 | $56,544-79.3% | $75,501-84.5% | $70,126-83.3% |
| Participation rate | 62.7% | 68.1%-5.4pp | 72.4%-9.7pp | 69.5%-6.9pp |
| Annual return | 11.88% | 23.59%-11.7pp | 27.35%-15.5pp | 73.15%-61.3pp |
| Employer contribution / active EE | $433 | $1,817-76.2% | $2,352-81.6% | $2,343-81.5% |
| Participant deferral / active EE | $949 | $2,580-63.2% | $3,142-69.8% | $3,332-71.5% |
| Admin fee / account holder | $355 | $3,827-90.7% | $5,801-93.9% | $4,645-92.4% |