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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 | $17,619 | $65,027-72.9% | $90,970-80.6% | $79,852-77.9% |
| Participation rate | 24.1% | 61.6%-37.5pp | 69.0%-44.9pp | 69.6%-45.5pp |
| Annual return | 6.67% | 30.45%-23.8pp | 134.58%-127.9pp | 31.72%-25.1pp |
| Employer contribution / active EE | $734 | $1,247-41.2% | $2,122-65.4% | $2,471-70.3% |
| Participant deferral / active EE | $704 | $2,512-72.0% | $3,373-79.1% | $3,740-81.2% |
| Admin fee / account holder | $7,349 | $4,535+62.0% | $5,960+23.3% | $5,306+38.5% |