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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 | $23,088 | $102,422-77.5% | $147,117-84.3% | $80,959-71.5% |
| Participation rate | 51.3% | 75.9%-24.6pp | 82.2%-30.9pp | 67.7%-16.4pp |
| Annual return | 2.69% | 135.16%-132.5pp | 420.54%-417.8pp | 35.67%-33.0pp |
| Employer contribution / active EE | $1,127 | $3,717-69.7% | $4,932-77.1% | $2,757-59.1% |
| Participant deferral / active EE | $2,570 | $6,652-61.4% | $8,065-68.1% | $4,300-40.2% |
| Admin fee / account holder | $10,894 | $7,953+37.0% | $12,993-16.2% | $6,925+57.3% |