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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 | $20,630 | $67,602-69.5% | $82,312-74.9% | $70,126-70.6% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.9pp | 69.5%-0.6pp |
| Annual return | 2.99% | 21.57%-18.6pp | 25.88%-22.9pp | 73.15%-70.2pp |
| Employer contribution / active EE | $842 | $1,755-52.0% | $2,428-65.3% | $2,343-64.1% |
| Participant deferral / active EE | $1,128 | $2,987-62.3% | $3,706-69.6% | $3,332-66.2% |
| Admin fee / account holder | $743 | $4,512-83.5% | $5,608-86.8% | $4,645-84.0% |