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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 | $15,992 | $62,672-74.5% | $185,117-91.4% | $70,126-77.2% |
| Participation rate | 58.1% | 63.8%-5.7pp | 77.3%-19.2pp | 69.5%-11.5pp |
| Annual return | 8.70% | 40.79%-32.1pp | 40.50%-31.8pp | 73.15%-64.4pp |
| Employer contribution / active EE | $667 | $1,753-61.9% | $4,182-84.0% | $2,343-71.5% |
| Participant deferral / active EE | $835 | $3,272-74.5% | $5,045-83.5% | $3,332-74.9% |
| Admin fee / account holder | $4,074 | $3,932+3.6% | $8,159-50.1% | $4,645-12.3% |