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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 | $97,550-67.2% | $120,344-73.4% | $87,485-63.5% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.7%-10.0pp | 68.9%-2.3pp |
| Annual return | 10.02% | 18.41%-8.4pp | 20.30%-10.3pp | 26.06%-16.0pp |
| Employer contribution / active EE | $1,352 | $2,291-41.0% | $3,020-55.2% | $2,596-47.9% |
| Participant deferral / active EE | $1,436 | $4,230-66.0% | $5,135-72.0% | $4,274-66.4% |
| Admin fee / account holder | $54,862 | $9,543+474.9% | $12,742+330.6% | $7,775+605.6% |