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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 | $15,319 | $65,395-76.6% | $182,531-91.6% | $72,983-79.0% |
| Participation rate | 57.1% | 65.4%-8.3pp | 78.0%-20.8pp | 69.5%-12.3pp |
| Annual return | 13.95% | 27.68%-13.7pp | 148.57%-134.6pp | 81.01%-67.1pp |
| Employer contribution / active EE | $792 | $1,911-58.5% | $4,075-80.6% | $2,440-67.5% |
| Participant deferral / active EE | $1,006 | $3,563-71.8% | $5,525-81.8% | $3,608-72.1% |
| Admin fee / account holder | $5,788 | $4,245+36.4% | $8,593-32.6% | $5,124+12.9% |