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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 | $13,448 | $95,904-86.0% | $173,730-92.3% | $64,340-79.1% |
| Participation rate | 31.6% | 60.6%-29.0pp | 79.6%-48.0pp | 55.2%-23.7pp |
| Annual return | 9.67% | 17.47%-7.8pp | 19.96%-10.3pp | 24.14%-14.5pp |
| Employer contribution / active EE | $524 | $2,323-77.5% | $4,577-88.6% | $1,862-71.9% |
| Participant deferral / active EE | $1,046 | $3,488-70.0% | $6,326-83.5% | $2,980-64.9% |
| Admin fee / account holder | $9,272 | $5,089+82.2% | $17,523-47.1% | $3,703+150.4% |