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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 | $19,328 | $70,418-72.6% | $96,570-80.0% | $85,847-77.5% |
| Participation rate | 56.8% | 61.8%-5.0pp | 69.8%-13.0pp | 69.3%-12.5pp |
| Annual return | 6.88% | 18.59%-11.7pp | 37.79%-30.9pp | 318.61%-311.7pp |
| Employer contribution / active EE | $2,021 | $1,413+43.0% | $2,357-14.3% | $2,565-21.2% |
| Participant deferral / active EE | $881 | $2,894-69.6% | $3,849-77.1% | $3,952-77.7% |
| Admin fee / account holder | $9,852 | $4,995+97.2% | $6,182+59.4% | $6,261+57.4% |