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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 | $17,724 | $53,774-67.0% | $134,162-86.8% | $79,856-77.8% |
| Participation rate | 62.5% | 58.8%+3.7pp | 72.2%-9.7pp | 69.6%-7.1pp |
| Annual return | 10.21% | 19.01%-8.8pp | 36.35%-26.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $699 | $1,322-47.1% | $3,705-81.1% | $2,471-71.7% |
| Participant deferral / active EE | $858 | $2,420-64.5% | $3,500-75.5% | $3,741-77.1% |
| Admin fee / account holder | $5,556 | $3,985+39.4% | $6,685-16.9% | $5,306+4.7% |