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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 | $28,757 | $89,808-68.0% | $100,383-71.4% | $77,671-63.0% |
| Participation rate | 61.5% | 81.2%-19.7pp | 81.5%-20.0pp | 70.6%-9.1pp |
| Annual return | 13.52% | 20.62%-7.1pp | 49.26%-35.7pp | 31.21%-17.7pp |
| Employer contribution / active EE | $1,252 | $3,039-58.8% | $3,944-68.3% | $2,726-54.1% |
| Participant deferral / active EE | $3,207 | $8,284-61.3% | $8,086-60.3% | $4,648-31.0% |
| Admin fee / account holder | $1,637 | $174+838.8% | $7,900-79.3% | $430+280.4% |