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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 | $17,302 | $76,551-77.4% | $123,894-86.0% | $62,881-72.5% |
| Participation rate | 68.0% | 73.0%-5.0pp | 81.4%-13.4pp | 69.3%-1.3pp |
| Annual return | 5.32% | 18.68%-13.4pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $660 | $2,882-77.1% | $4,617-85.7% | $2,281-71.1% |
| Participant deferral / active EE | $1,699 | $4,840-64.9% | $5,984-71.6% | $3,203-47.0% |
| Admin fee / account holder | $1,851 | $4,826-61.6% | $8,357-77.9% | $4,296-56.9% |