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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 | $14,509 | $58,493-75.2% | $84,021-82.7% | $72,975-80.1% |
| Participation rate | 61.5% | 61.2%+0.3pp | 69.0%-7.5pp | 69.5%-8.0pp |
| Annual return | 13.55% | 28.93%-15.4pp | 71.32%-57.8pp | 81.01%-67.5pp |
| Employer contribution / active EE | $753 | $1,163-35.2% | $1,984-62.0% | $2,440-69.1% |
| Participant deferral / active EE | $429 | $2,394-82.1% | $3,239-86.8% | $3,608-88.1% |
| Admin fee / account holder | $1,721 | $4,569-62.3% | $6,102-71.8% | $5,124-66.4% |