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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 | $18,286 | $117,846-84.5% | $102,434-82.1% | $145,884-87.5% |
| Participation rate | 28.6% | 78.6%-50.1pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 7.59% | 31.90%-24.3pp | 29.46%-21.9pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,243 | $3,615-65.6% | $3,023-58.9% | $4,662-73.3% |
| Participant deferral / active EE | $1,243 | $5,733-78.3% | $5,055-75.4% | $6,690-81.4% |
| Admin fee / account holder | $18,085 | $13,356+35.4% | $9,462+91.1% | $13,392+35.0% |