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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 | $15,406 | $86,294-82.1% | $111,303-86.2% | $85,856-82.1% |
| Participation rate | 34.9% | 73.3%-38.4pp | 77.3%-42.4pp | 69.3%-34.4pp |
| Annual return | 9.85% | 19.99%-10.1pp | 54.66%-44.8pp | 318.58%-308.7pp |
| Employer contribution / active EE | $706 | $2,043-65.5% | $2,731-74.2% | $2,565-72.5% |
| Participant deferral / active EE | $1,195 | $3,641-67.2% | $4,487-73.4% | $3,952-69.8% |
| Admin fee / account holder | $3,444 | $8,189-57.9% | $7,966-56.8% | $6,261-45.0% |