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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 | $11,563 | $91,086-87.3% | $203,872-94.3% | $86,983-86.7% |
| Participation rate | 31.0% | 65.8%-34.9pp | 77.8%-46.8pp | 69.5%-38.6pp |
| Annual return | 11.25% | 22.30%-11.1pp | 85.11%-73.9pp | 25.83%-14.6pp |
| Employer contribution / active EE | $310 | $2,063-85.0% | $3,757-91.7% | $2,584-88.0% |
| Participant deferral / active EE | $384 | $4,019-90.5% | $6,388-94.0% | $4,194-90.9% |
| Admin fee / account holder | $4,648 | $8,987-48.3% | $11,730-60.4% | $7,856-40.8% |