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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 | $8,596 | $98,760-91.3% | $149,715-94.3% | $79,858-89.2% |
| Participation rate | 51.6% | 75.8%-24.2pp | 82.5%-30.9pp | 69.6%-18.0pp |
| Annual return | 9.52% | 27.43%-17.9pp | 276.66%-267.1pp | 31.72%-22.2pp |
| Employer contribution / active EE | $865 | $3,217-73.1% | $4,645-81.4% | $2,471-65.0% |
| Participant deferral / active EE | $1,077 | $5,681-81.0% | $6,842-84.3% | $3,740-71.2% |
| Admin fee / account holder | $2,865 | $6,053-52.7% | $9,310-69.2% | $5,306-46.0% |