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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 | $19,572 | $72,272-72.9% | $101,264-80.7% | $79,858-75.5% |
| Participation rate | 64.6% | 68.5%-3.9pp | 75.8%-11.2pp | 69.6%-5.1pp |
| Annual return | -0.48% | 22.30%-22.8pp | 46.48%-47.0pp | 31.72%-32.2pp |
| Employer contribution / active EE | $7,775 | $2,692+188.9% | $3,660+112.4% | $2,471+214.7% |
| Participant deferral / active EE | $856 | $3,282-73.9% | $4,370-80.4% | $3,740-77.1% |
| Admin fee / account holder | $10,229 | $4,401+132.4% | $5,947+72.0% | $5,306+92.8% |