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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 | $20,441 | $78,682-74.0% | $109,188-81.3% | $85,851-76.2% |
| Participation rate | 57.9% | 68.3%-10.4pp | 75.9%-18.0pp | 69.3%-11.4pp |
| Annual return | 9.67% | 25.09%-15.4pp | 25.76%-16.1pp | 318.63%-309.0pp |
| Employer contribution / active EE | $4,673 | $2,734+70.9% | $3,723+25.5% | $2,565+82.2% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,337 | $5,470-20.7% | $6,755-35.8% | $6,261-30.7% |