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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 | $21,042 | $86,940-75.8% | $102,434-79.5% | $80,935-74.0% |
| Participation rate | 51.7% | 72.4%-20.7pp | 76.5%-24.8pp | 67.7%-15.9pp |
| Annual return | 9.06% | 18.89%-9.8pp | 29.46%-20.4pp | 35.66%-26.6pp |
| Employer contribution / active EE | $842 | $2,370-64.5% | $3,023-72.1% | $2,757-69.5% |
| Participant deferral / active EE | $1,289 | $4,121-68.7% | $5,055-74.5% | $4,299-70.0% |
| Admin fee / account holder | $7,826 | $8,047-2.7% | $9,462-17.3% | $6,924+13.0% |