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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 | $12,961 | $94,031-86.2% | $115,768-88.8% | $82,448-84.3% |
| Participation rate | 27.6% | 70.4%-42.8pp | 74.4%-46.8pp | 68.1%-40.5pp |
| Annual return | 6.84% | 20.61%-13.8pp | 100.46%-93.6pp | 41.64%-34.8pp |
| Employer contribution / active EE | $884 | $2,323-61.9% | $2,940-69.9% | $2,551-65.3% |
| Participant deferral / active EE | $1,429 | $3,972-64.0% | $4,917-70.9% | $4,139-65.5% |
| Admin fee / account holder | $12,562 | $10,249+22.6% | $12,439+1.0% | $7,234+73.6% |