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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 | $11,611 | $86,298-86.5% | $111,308-89.6% | $85,847-86.5% |
| Participation rate | 60.5% | 73.3%-12.8pp | 77.3%-16.8pp | 69.3%-8.8pp |
| Annual return | 5.30% | 19.99%-14.7pp | 54.67%-49.4pp | 318.61%-313.3pp |
| Employer contribution / active EE | $977 | $2,044-52.2% | $2,732-64.2% | $2,565-61.9% |
| Participant deferral / active EE | $1,414 | $3,641-61.2% | $4,487-68.5% | $3,952-64.2% |
| Admin fee / account holder | $4,629 | $8,189-43.5% | $7,965-41.9% | $6,261-26.1% |