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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 | $24,724 | $114,712-78.4% | $173,730-85.8% | $87,485-71.7% |
| Participation rate | 46.4% | 73.0%-26.6pp | 79.6%-33.1pp | 68.9%-22.5pp |
| Annual return | 11.30% | 20.18%-8.9pp | 19.96%-8.7pp | 26.06%-14.8pp |
| Employer contribution / active EE | $885 | $2,904-69.5% | $4,577-80.7% | $2,596-65.9% |
| Participant deferral / active EE | $1,175 | $4,642-74.7% | $6,326-81.4% | $4,274-72.5% |
| Admin fee / account holder | $46,464 | $10,210+355.1% | $17,523+165.2% | $7,775+497.6% |