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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 | $115,931-71.5% | $185,441-82.2% | $86,983-62.0% |
| Participation rate | 21.9% | 73.6%-51.7pp | 80.3%-58.4pp | 69.5%-47.7pp |
| Annual return | 8.95% | 21.47%-12.5pp | 20.16%-11.2pp | 25.83%-16.9pp |
| Employer contribution / active EE | $845 | $2,937-71.2% | $4,672-81.9% | $2,584-67.3% |
| Participant deferral / active EE | $1,491 | $4,551-67.2% | $6,152-75.8% | $4,194-64.4% |
| Admin fee / account holder | $378 | $10,687-96.5% | $17,890-97.9% | $7,856-95.2% |