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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 | $8,516 | $81,504-89.6% | $102,437-91.7% | $80,959-89.5% |
| Participation rate | 63.0% | 66.9%-3.8pp | 74.5%-11.5pp | 67.7%-4.6pp |
| Annual return | 9.79% | 25.60%-15.8pp | 24.95%-15.2pp | 35.67%-25.9pp |
| Employer contribution / active EE | $939 | $3,104-69.7% | $3,871-75.7% | $2,757-65.9% |
| Participant deferral / active EE | $1,434 | $3,871-63.0% | $5,060-71.7% | $4,300-66.7% |
| Admin fee / account holder | $822 | $6,719-87.8% | $8,388-90.2% | $6,925-88.1% |