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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 | $25,734 | $86,940-70.4% | $102,434-74.9% | $80,935-68.2% |
| Participation rate | 33.3% | 72.4%-39.1pp | 76.5%-43.2pp | 67.7%-34.3pp |
| Annual return | 8.42% | 18.89%-10.5pp | 29.46%-21.0pp | 35.66%-27.2pp |
| Employer contribution / active EE | $710 | $2,370-70.0% | $3,023-76.5% | $2,757-74.2% |
| Participant deferral / active EE | $1,265 | $4,121-69.3% | $5,055-75.0% | $4,299-70.6% |
| Admin fee / account holder | $28,623 | $8,047+255.7% | $9,462+202.5% | $6,924+313.4% |