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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 | $36,647 | $151,314-75.8% | $258,236-85.8% | $122,131-70.0% |
| Participation rate | 42.9% | 73.9%-31.0pp | 81.9%-39.0pp | 75.1%-32.2pp |
| Annual return | 10.60% | 15.82%-5.2pp | -3.31%+13.9pp | 16.17%-5.6pp |
| Employer contribution / active EE | $2,300 | $5,035-54.3% | $7,891-70.9% | $3,608-36.3% |
| Participant deferral / active EE | $748 | $4,073-81.6% | $5,237-85.7% | $3,892-80.8% |
| Admin fee / account holder | $3,112 | $10,152-69.3% | $14,475-78.5% | $11,586-73.1% |