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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 | $11,845 | $54,757-78.4% | $90,304-86.9% | $72,975-83.8% |
| Participation rate | 66.2% | 65.2%+1.0pp | 73.3%-7.1pp | 69.5%-3.3pp |
| Annual return | 5.25% | 30.63%-25.4pp | 78.13%-72.9pp | 81.01%-75.8pp |
| Employer contribution / active EE | $832 | $2,093-60.3% | $2,855-70.9% | $2,440-65.9% |
| Participant deferral / active EE | $699 | $2,887-75.8% | $3,885-82.0% | $3,608-80.6% |
| Admin fee / account holder | $471 | $3,973-88.1% | $5,354-91.2% | $5,124-90.8% |