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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 | $33,062 | $114,712-71.2% | $173,730-81.0% | $87,485-62.2% |
| Participation rate | 21.9% | 73.0%-51.1pp | 79.6%-57.7pp | 68.9%-47.1pp |
| Annual return | 8.95% | 20.18%-11.2pp | 19.96%-11.0pp | 26.06%-17.1pp |
| Employer contribution / active EE | $845 | $2,904-70.9% | $4,577-81.6% | $2,596-67.5% |
| Participant deferral / active EE | $1,491 | $4,642-67.9% | $6,326-76.4% | $4,274-65.1% |
| Admin fee / account holder | $378 | $10,210-96.3% | $17,523-97.8% | $7,775-95.1% |