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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 | $18,020 | $106,524-83.1% | $152,301-88.2% | $87,485-79.4% |
| Participation rate | 27.6% | 75.8%-48.2pp | 82.4%-54.9pp | 68.9%-41.3pp |
| Annual return | 13.08% | 26.89%-13.8pp | 80.50%-67.4pp | 26.06%-13.0pp |
| Employer contribution / active EE | $579 | $3,371-82.8% | $4,624-87.5% | $2,596-77.7% |
| Participant deferral / active EE | $933 | $6,525-85.7% | $8,004-88.3% | $4,274-78.2% |
| Admin fee / account holder | $2,290 | $8,287-72.4% | $14,398-84.1% | $7,775-70.5% |