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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 | $13,628 | $62,672-78.3% | $185,117-92.6% | $70,126-80.6% |
| Participation rate | 41.0% | 63.8%-22.8pp | 77.3%-36.3pp | 69.5%-28.6pp |
| Annual return | 11.54% | 40.79%-29.2pp | 40.50%-29.0pp | 73.15%-61.6pp |
| Employer contribution / active EE | $288 | $1,753-83.6% | $4,182-93.1% | $2,343-87.7% |
| Participant deferral / active EE | $779 | $3,272-76.2% | $5,045-84.6% | $3,332-76.6% |
| Admin fee / account holder | $3,480 | $3,932-11.5% | $8,159-57.4% | $4,645-25.1% |