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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 | $19,850 | $86,940-77.2% | $102,434-80.6% | $80,935-75.5% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.4pp | 67.7%-21.5pp |
| Annual return | 8.97% | 18.89%-9.9pp | 29.46%-20.5pp | 35.66%-26.7pp |
| Employer contribution / active EE | $1,115 | $2,370-52.9% | $3,023-63.1% | $2,757-59.5% |
| Participant deferral / active EE | $1,676 | $4,121-59.3% | $5,055-66.8% | $4,299-61.0% |
| Admin fee / account holder | $411 | $8,047-94.9% | $9,462-95.7% | $6,924-94.1% |