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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 | $17,728 | $77,896-77.2% | $134,172-86.8% | $82,448-78.5% |
| Participation rate | 60.7% | 62.8%-2.1pp | 72.5%-11.8pp | 68.1%-7.4pp |
| Annual return | 11.62% | 18.21%-6.6pp | 25.30%-13.7pp | 41.64%-30.0pp |
| Employer contribution / active EE | $658 | $2,159-69.5% | $3,420-80.7% | $2,551-74.2% |
| Participant deferral / active EE | $933 | $3,162-70.5% | $4,690-80.1% | $4,139-77.5% |
| Admin fee / account holder | $7,306 | $6,336+15.3% | $12,016-39.2% | $7,234+1.0% |