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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 | $99,875-83.6% | $146,866-88.9% | $86,983-81.2% |
| Participation rate | 40.7% | 75.8%-35.1pp | 82.5%-41.8pp | 69.5%-28.8pp |
| Annual return | 12.24% | 28.10%-15.9pp | 102.85%-90.6pp | 25.83%-13.6pp |
| Employer contribution / active EE | $887 | $3,224-72.5% | $4,425-79.9% | $2,584-65.7% |
| Participant deferral / active EE | $1,669 | $6,322-73.6% | $7,759-78.5% | $4,194-60.2% |
| Admin fee / account holder | $348 | $7,838-95.6% | $13,620-97.4% | $7,856-95.6% |