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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 | $10,305 | $95,762-89.2% | $379,746-97.3% | $79,852-87.1% |
| Participation rate | 30.4% | 74.0%-43.6pp | 78.4%-48.0pp | 69.6%-39.2pp |
| Annual return | 0.98% | 18.26%-17.3pp | 34.90%-33.9pp | 31.72%-30.7pp |
| Employer contribution / active EE | $871 | $2,695-67.7% | $3,540-75.4% | $2,471-64.8% |
| Participant deferral / active EE | $1,261 | $4,705-73.2% | $6,024-79.1% | $3,740-66.3% |
| Admin fee / account holder | $970 | $6,745-85.6% | $7,927-87.8% | $5,306-81.7% |