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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 | $16,518 | $76,371-78.4% | $93,621-82.4% | $72,975-77.4% |
| Participation rate | 28.6% | 71.8%-43.2pp | 75.8%-47.3pp | 69.5%-40.9pp |
| Annual return | 12.20% | 25.82%-13.6pp | 32.76%-20.6pp | 81.01%-68.8pp |
| Employer contribution / active EE | $787 | $2,276-65.4% | $2,719-71.1% | $2,440-67.8% |
| Participant deferral / active EE | $1,263 | $3,538-64.3% | $4,070-69.0% | $3,608-65.0% |
| Admin fee / account holder | $2,014 | $6,839-70.6% | $7,890-74.5% | $5,124-60.7% |