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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 | $22,443 | $89,370-74.9% | $141,197-84.1% | $72,976-69.2% |
| Participation rate | 53.6% | 75.1%-21.6pp | 82.5%-28.9pp | 69.5%-15.9pp |
| Annual return | 13.25% | 111.88%-98.6pp | 71.41%-58.2pp | 81.02%-67.8pp |
| Employer contribution / active EE | $884 | $3,115-71.6% | $4,736-81.3% | $2,440-63.8% |
| Participant deferral / active EE | $985 | $5,419-81.8% | $6,710-85.3% | $3,608-72.7% |
| Admin fee / account holder | $455 | $5,957-92.4% | $10,265-95.6% | $5,124-91.1% |