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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 | $25,853 | $87,132-70.3% | $105,624-75.5% | $80,959-68.1% |
| Participation rate | 34.2% | 70.4%-36.2pp | 75.3%-41.1pp | 67.7%-33.5pp |
| Annual return | 9.94% | 17.03%-7.1pp | 116.20%-106.3pp | 35.67%-25.7pp |
| Employer contribution / active EE | $876 | $2,397-63.4% | $3,168-72.3% | $2,757-68.2% |
| Participant deferral / active EE | $1,191 | $3,985-70.1% | $5,013-76.2% | $4,300-72.3% |
| Admin fee / account holder | $5,130 | $8,449-39.3% | $10,961-53.2% | $6,925-25.9% |