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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 | $63,809-82.0% | $81,353-85.9% | $80,935-85.8% |
| Participation rate | 69.4% | 63.9%+5.5pp | 69.5%-0.1pp | 67.7%+1.8pp |
| Annual return | 8.24% | 16.37%-8.1pp | 24.82%-16.6pp | 35.66%-27.4pp |
| Employer contribution / active EE | $754 | $1,981-61.9% | $2,464-69.4% | $2,757-72.6% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,403 | $5,686-5.0% | $5,766-6.3% | $6,924-22.0% |