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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 | $13,116 | $215,361-93.9% | $171,082-92.3% | $273,972-95.2% |
| Participation rate | 65.2% | 82.0%-16.8pp | 76.7%-11.5pp | 83.0%-17.8pp |
| Annual return | -0.46% | 25.14%-25.6pp | 32.56%-33.0pp | 41.46%-41.9pp |
| Employer contribution / active EE | $1,245 | $4,967-74.9% | $4,002-68.9% | $4,869-74.4% |
| Participant deferral / active EE | $598 | $5,543-89.2% | $4,797-87.5% | $5,287-88.7% |
| Admin fee / account holder | $5,586 | $10,846-48.5% | $8,520-34.4% | $10,133-44.9% |