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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 | $18,427 | $77,472-76.2% | $100,392-81.6% | $80,935-77.2% |
| Participation rate | 40.0% | 76.9%-36.9pp | 81.5%-41.5pp | 67.7%-27.7pp |
| Annual return | 11.14% | 37.26%-26.1pp | 49.45%-38.3pp | 35.66%-24.5pp |
| Employer contribution / active EE | $770 | $2,800-72.5% | $3,941-80.5% | $2,757-72.1% |
| Participant deferral / active EE | $1,185 | $6,818-82.6% | $8,090-85.4% | $4,299-72.4% |
| Admin fee / account holder | $5,640 | $5,885-4.2% | $7,904-28.6% | $6,924-18.6% |