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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 | $15,173 | $106,749-85.8% | $145,433-89.6% | $82,448-81.6% |
| Participation rate | 48.3% | 75.6%-27.4pp | 82.1%-33.8pp | 68.1%-19.8pp |
| Annual return | 6.40% | 27.59%-21.2pp | 66.58%-60.2pp | 41.64%-35.2pp |
| Employer contribution / active EE | $980 | $3,444-71.5% | $4,554-78.5% | $2,551-61.6% |
| Participant deferral / active EE | $1,432 | $6,519-78.0% | $7,897-81.9% | $4,139-65.4% |
| Admin fee / account holder | $469 | $8,390-94.4% | $13,129-96.4% | $7,234-93.5% |