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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 | $16,358 | $106,524-84.6% | $152,301-89.3% | $87,485-81.3% |
| Participation rate | 40.7% | 75.8%-35.0pp | 82.4%-41.7pp | 68.9%-28.2pp |
| Annual return | 12.24% | 26.89%-14.6pp | 80.50%-68.3pp | 26.06%-13.8pp |
| Employer contribution / active EE | $887 | $3,371-73.7% | $4,624-80.8% | $2,596-65.8% |
| Participant deferral / active EE | $1,669 | $6,525-74.4% | $8,004-79.1% | $4,274-60.9% |
| Admin fee / account holder | $348 | $8,287-95.8% | $14,398-97.6% | $7,775-95.5% |