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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 | $8,366 | $81,504-89.7% | $102,437-91.8% | $80,959-89.7% |
| Participation rate | 51.9% | 66.9%-15.0pp | 74.5%-22.7pp | 67.7%-15.8pp |
| Annual return | 9.87% | 25.60%-15.7pp | 24.95%-15.1pp | 35.67%-25.8pp |
| Employer contribution / active EE | $4,519 | $3,104+45.6% | $3,871+16.8% | $2,757+63.9% |
| Participant deferral / active EE | $1,578 | $3,871-59.2% | $5,060-68.8% | $4,300-63.3% |
| Admin fee / account holder | $2,001 | $6,719-70.2% | $8,388-76.1% | $6,925-71.1% |