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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 | $26,333 | $86,949-69.7% | $102,460-74.3% | $80,959-67.5% |
| Participation rate | 69.7% | 72.4%-2.7pp | 76.5%-6.8pp | 67.7%+2.0pp |
| Annual return | 6.68% | 18.89%-12.2pp | 29.47%-22.8pp | 35.67%-29.0pp |
| Employer contribution / active EE | $872 | $2,370-63.2% | $3,025-71.2% | $2,757-68.4% |
| Participant deferral / active EE | $1,839 | $4,121-55.4% | $5,056-63.6% | $4,300-57.2% |
| Admin fee / account holder | $43,304 | $8,048+438.1% | $9,460+357.8% | $6,925+525.3% |