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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 | $90,064-68.1% | $100,415-71.4% | $77,762-63.0% |
| Participation rate | 61.5% | 81.3%-19.8pp | 81.5%-20.0pp | 70.6%-9.1pp |
| Annual return | 13.52% | 20.61%-7.1pp | 49.47%-36.0pp | 31.27%-17.8pp |
| Employer contribution / active EE | $1,252 | $3,043-58.9% | $3,943-68.3% | $2,728-54.1% |
| Participant deferral / active EE | $3,207 | $8,282-61.3% | $8,091-60.4% | $4,651-31.0% |
| Admin fee / account holder | $1,637 | $172+851.6% | $7,906-79.3% | $433+278.2% |