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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 | $22,957 | $86,919-73.6% | $102,457-77.6% | $80,911-71.6% |
| Participation rate | 57.5% | 72.4%-14.9pp | 76.5%-19.0pp | 67.6%-10.1pp |
| Annual return | 10.26% | 18.90%-8.6pp | 29.41%-19.2pp | 35.63%-25.4pp |
| Employer contribution / active EE | $700 | $2,368-70.4% | $3,022-76.8% | $2,756-74.6% |
| Participant deferral / active EE | $1,685 | $4,119-59.1% | $5,054-66.7% | $4,297-60.8% |
| Admin fee / account holder | $819 | $8,049-89.8% | $9,451-91.3% | $6,935-88.2% |