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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 | $19,497 | $73,978-73.6% | $96,515-79.8% | $75,173-74.1% |
| Participation rate | 47.5% | 66.4%-18.9pp | 74.3%-26.8pp | 67.2%-19.7pp |
| Annual return | 6.17% | 26.72%-20.6pp | 35.73%-29.6pp | 160.72%-154.5pp |
| Employer contribution / active EE | $5,314 | $2,931+81.3% | $3,740+42.1% | $2,671+99.0% |
| Participant deferral / active EE | $672 | $3,660-81.6% | $4,880-86.2% | $4,126-83.7% |
| Admin fee / account holder | $9,159 | $5,219+75.5% | $6,735+36.0% | $5,651+62.1% |