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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 | $19,259 | $98,240-80.4% | $82,313-76.6% | $147,585-87.0% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 7.40% | 30.85%-23.5pp | 25.88%-18.5pp | 578.57%-571.2pp |
| Employer contribution / active EE | $877 | $3,192-72.5% | $2,428-63.9% | $4,876-82.0% |
| Participant deferral / active EE | $900 | $4,383-79.5% | $3,706-75.7% | $5,439-83.5% |
| Admin fee / account holder | $3,937 | $8,563-54.0% | $5,608-29.8% | $10,885-63.8% |