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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 | $17,234 | $90,400-80.9% | $186,193-90.7% | $87,485-80.3% |
| Participation rate | 40.8% | 66.2%-25.4pp | 77.1%-36.3pp | 68.9%-28.1pp |
| Annual return | 9.95% | 22.15%-12.2pp | 78.03%-68.1pp | 26.06%-16.1pp |
| Employer contribution / active EE | $626 | $2,170-71.1% | $3,918-84.0% | $2,596-75.9% |
| Participant deferral / active EE | $939 | $4,330-78.3% | $6,513-85.6% | $4,274-78.0% |
| Admin fee / account holder | $6,765 | $8,673-22.0% | $11,058-38.8% | $7,775-13.0% |