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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 | $31,970 | $104,098-69.3% | $140,514-77.2% | $94,015-66.0% |
| Participation rate | 66.7% | 73.7%-7.0pp | 77.8%-11.1pp | 70.8%-4.2pp |
| Annual return | 10.02% | 15.14%-5.1pp | 14.36%-4.3pp | 17.84%-7.8pp |
| Employer contribution / active EE | $1,352 | $2,388-43.4% | $3,378-60.0% | $2,790-51.5% |
| Participant deferral / active EE | $1,436 | $4,033-64.4% | $4,919-70.8% | $4,249-66.2% |
| Admin fee / account holder | $54,862 | $10,439+425.6% | $13,697+300.5% | $8,951+512.9% |