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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 | $11,475 | $64,517-82.2% | $81,438-85.9% | $80,874-85.8% |
| Participation rate | 69.4% | 63.9%+5.5pp | 69.5%-0.1pp | 67.6%+1.8pp |
| Annual return | 8.24% | 16.35%-8.1pp | 24.74%-16.5pp | 35.62%-27.4pp |
| Employer contribution / active EE | $754 | $1,982-61.9% | $2,460-69.3% | $2,756-72.6% |
| Participant deferral / active EE | $0 | $3,096-100.0% | $3,883-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,403 | $5,677-4.8% | $5,764-6.3% | $6,935-22.1% |