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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 | $18,300 | $110,240-83.4% | $96,544-81.0% | $139,487-86.9% |
| Participation rate | 68.8% | 78.1%-9.4pp | 76.0%-7.2pp | 80.3%-11.6pp |
| Annual return | 7.23% | 26.41%-19.2pp | 25.88%-18.7pp | 373.84%-366.6pp |
| Employer contribution / active EE | $933 | $3,622-74.2% | $2,966-68.5% | $4,755-80.4% |
| Participant deferral / active EE | $512 | $5,549-90.8% | $4,851-89.4% | $6,713-92.4% |
| Admin fee / account holder | $2,368 | $11,602-79.6% | $8,254-71.3% | $11,407-79.2% |