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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 | $15,870 | $67,602-76.5% | $82,312-80.7% | $70,126-77.4% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 11.82% | 21.57%-9.7pp | 25.88%-14.1pp | 73.15%-61.3pp |
| Employer contribution / active EE | $498 | $1,755-71.6% | $2,428-79.5% | $2,343-78.7% |
| Participant deferral / active EE | $1,309 | $2,987-56.2% | $3,706-64.7% | $3,332-60.7% |
| Admin fee / account holder | $615 | $4,512-86.4% | $5,608-89.0% | $4,645-86.8% |