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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 | $26,240 | $86,298-69.6% | $111,308-76.4% | $85,847-69.4% |
| Participation rate | 64.3% | 73.3%-9.0pp | 77.3%-13.0pp | 69.3%-5.0pp |
| Annual return | 5.69% | 19.99%-14.3pp | 54.67%-49.0pp | 318.61%-312.9pp |
| Employer contribution / active EE | $1,053 | $2,044-48.5% | $2,732-61.5% | $2,565-59.0% |
| Participant deferral / active EE | $1,280 | $3,641-64.8% | $4,487-71.5% | $3,952-67.6% |
| Admin fee / account holder | $2,790 | $8,189-65.9% | $7,965-65.0% | $6,261-55.4% |