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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 | $13,027 | $87,834-85.2% | $133,975-90.3% | $62,881-79.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 87.1%-27.1pp | 69.3%-9.3pp |
| Annual return | 4.04% | 12.05%-8.0pp | 29.29%-25.3pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,211 | $3,482-65.2% | $5,211-76.8% | $2,281-46.9% |
| Participant deferral / active EE | $1,546 | $4,812-67.9% | $6,282-75.4% | $3,203-51.7% |
| Admin fee / account holder | $1,667 | $5,372-69.0% | $9,324-82.1% | $4,296-61.2% |