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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 | $14,405 | $48,364-70.2% | $71,796-79.9% | $62,881-77.1% |
| Participation rate | 53.0% | 60.6%-7.6pp | 69.1%-16.1pp | 69.3%-16.3pp |
| Annual return | 0.56% | 13.16%-12.6pp | 78.04%-77.5pp | 20.14%-19.6pp |
| Employer contribution / active EE | $685 | $1,042-34.2% | $1,924-64.4% | $2,281-70.0% |
| Participant deferral / active EE | $727 | $2,091-65.2% | $2,794-74.0% | $3,203-77.3% |
| Admin fee / account holder | $9,529 | $3,771+152.7% | $4,815+97.9% | $4,296+121.8% |