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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 | $16,281 | $109,359-85.1% | $162,177-90.0% | $72,975-77.7% |
| Participation rate | 58.6% | 84.3%-25.6pp | 87.6%-28.9pp | 69.5%-10.9pp |
| Annual return | 15.96% | 25.46%-9.5pp | 115.60%-99.6pp | 81.01%-65.0pp |
| Employer contribution / active EE | $1,579 | $3,907-59.6% | $5,613-71.9% | $2,440-35.3% |
| Participant deferral / active EE | $2,370 | $5,481-56.8% | $7,297-67.5% | $3,608-34.3% |
| Admin fee / account holder | $9,009 | $7,972+13.0% | $10,843-16.9% | $5,124+75.8% |