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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 | $28,785 | $86,949-66.9% | $102,460-71.9% | $80,959-64.4% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.7%-27.7pp |
| Annual return | 10.19% | 18.89%-8.7pp | 29.47%-19.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $744 | $2,370-68.6% | $3,025-75.4% | $2,757-73.0% |
| Participant deferral / active EE | $1,689 | $4,121-59.0% | $5,056-66.6% | $4,300-60.7% |
| Admin fee / account holder | $4,457 | $8,048-44.6% | $9,460-52.9% | $6,925-35.6% |