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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 | $19,769 | $89,370-77.9% | $141,197-86.0% | $72,976-72.9% |
| Participation rate | 59.8% | 75.1%-15.3pp | 82.5%-22.7pp | 69.5%-9.7pp |
| Annual return | 16.24% | 111.88%-95.6pp | 71.41%-55.2pp | 81.02%-64.8pp |
| Employer contribution / active EE | $1,287 | $3,115-58.7% | $4,736-72.8% | $2,440-47.3% |
| Participant deferral / active EE | $2,276 | $5,419-58.0% | $6,710-66.1% | $3,608-36.9% |
| Admin fee / account holder | $3,608 | $5,957-39.4% | $10,265-64.9% | $5,124-29.6% |