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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 | $81,457-89.5% | $103,378-91.8% | $80,911-89.5% |
| Participation rate | 63.0% | 66.8%-3.8pp | 74.5%-11.5pp | 67.6%-4.6pp |
| Annual return | 9.79% | 25.58%-15.8pp | 24.91%-15.1pp | 35.63%-25.8pp |
| Employer contribution / active EE | $939 | $3,107-69.8% | $3,870-75.7% | $2,756-65.9% |
| Participant deferral / active EE | $1,434 | $3,871-63.0% | $5,058-71.7% | $4,297-66.6% |
| Admin fee / account holder | $822 | $6,717-87.8% | $8,401-90.2% | $6,935-88.1% |