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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 | $77,523-76.2% | $100,383-81.6% | $80,874-77.2% |
| Participation rate | 40.0% | 77.0%-37.0pp | 81.5%-41.5pp | 67.6%-27.6pp |
| Annual return | 11.14% | 37.21%-26.1pp | 49.26%-38.1pp | 35.62%-24.5pp |
| Employer contribution / active EE | $770 | $2,801-72.5% | $3,944-80.5% | $2,756-72.0% |
| Participant deferral / active EE | $1,185 | $6,822-82.6% | $8,086-85.3% | $4,297-72.4% |
| Admin fee / account holder | $5,640 | $5,899-4.4% | $7,900-28.6% | $6,935-18.7% |