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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 | $21,780 | $93,598-76.7% | $135,974-84.0% | $75,173-71.0% |
| Participation rate | 36.8% | 75.2%-38.4pp | 81.9%-45.1pp | 67.2%-30.4pp |
| Annual return | 13.90% | 30.89%-17.0pp | 68.30%-54.4pp | 160.72%-146.8pp |
| Employer contribution / active EE | $1,540 | $3,538-56.5% | $4,859-68.3% | $2,671-42.3% |
| Participant deferral / active EE | $1,974 | $6,405-69.2% | $7,760-74.6% | $4,126-52.2% |
| Admin fee / account holder | $5,190 | $6,978-25.6% | $10,767-51.8% | $5,651-8.2% |