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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 | $16,887 | $56,287-70.0% | $80,977-79.1% | $62,881-73.1% |
| Participation rate | 23.4% | 68.9%-45.5pp | 75.8%-52.4pp | 69.3%-45.9pp |
| Annual return | 4.45% | 22.13%-17.7pp | 17.11%-12.7pp | 20.14%-15.7pp |
| Employer contribution / active EE | $333 | $1,943-82.8% | $3,715-91.0% | $2,281-85.4% |
| Participant deferral / active EE | $593 | $4,196-85.9% | $5,696-89.6% | $3,203-81.5% |
| Admin fee / account holder | $2,532 | $3,742-32.3% | $5,517-54.1% | $4,296-41.1% |