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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 | $13,637 | $54,541-75.0% | $78,778-82.7% | $70,126-80.6% |
| Participation rate | 56.4% | 60.8%-4.4pp | 69.2%-12.8pp | 69.5%-13.1pp |
| Annual return | 7.97% | 21.07%-13.1pp | 35.62%-27.7pp | 73.15%-65.2pp |
| Employer contribution / active EE | $334 | $1,089-69.3% | $1,986-83.2% | $2,343-85.8% |
| Participant deferral / active EE | $945 | $2,210-57.2% | $2,958-68.1% | $3,332-71.6% |
| Admin fee / account holder | $6,798 | $3,709+83.3% | $5,134+32.4% | $4,645+46.3% |