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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 | $14,431 | $99,875-85.6% | $146,866-90.2% | $86,983-83.4% |
| Participation rate | 25.6% | 75.8%-50.2pp | 82.5%-56.9pp | 69.5%-43.9pp |
| Annual return | 13.63% | 28.10%-14.5pp | 102.85%-89.2pp | 25.83%-12.2pp |
| Employer contribution / active EE | $534 | $3,224-83.4% | $4,425-87.9% | $2,584-79.3% |
| Participant deferral / active EE | $816 | $6,322-87.1% | $7,759-89.5% | $4,194-80.6% |
| Admin fee / account holder | $10,945 | $7,838+39.6% | $13,620-19.6% | $7,856+39.3% |