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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 | $11,442 | $73,988-84.5% | $96,538-88.1% | $75,177-84.8% |
| Participation rate | 32.1% | 66.4%-34.3pp | 74.3%-42.2pp | 67.2%-35.1pp |
| Annual return | 9.57% | 26.73%-17.2pp | 35.74%-26.2pp | 160.75%-151.2pp |
| Employer contribution / active EE | $869 | $2,930-70.3% | $3,740-76.8% | $2,671-67.4% |
| Participant deferral / active EE | $1,228 | $3,660-66.4% | $4,880-74.8% | $4,126-70.2% |
| Admin fee / account holder | $5,418 | $5,220+3.8% | $6,737-19.6% | $5,651-4.1% |