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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 | $13,800 | $88,042-84.3% | $138,135-90.0% | $79,852-82.7% |
| Participation rate | 52.8% | 71.4%-18.6pp | 78.7%-25.9pp | 69.6%-16.9pp |
| Annual return | 9.29% | 20.58%-11.3pp | 20.51%-11.2pp | 31.72%-22.4pp |
| Employer contribution / active EE | $1,234 | $3,103-60.2% | $5,587-77.9% | $2,471-50.1% |
| Participant deferral / active EE | $1,631 | $4,704-65.3% | $6,431-74.6% | $3,740-56.4% |
| Admin fee / account holder | $6,467 | $7,791-17.0% | $11,856-45.5% | $5,306+21.9% |