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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 | $23,940 | $65,246-63.3% | $98,716-75.7% | $67,986-64.8% |
| Participation rate | 10.7% | 51.4%-40.7pp | 69.3%-58.6pp | 57.2%-46.5pp |
| Annual return | 12.19% | 20.58%-8.4pp | 31.81%-19.6pp | 31.67%-19.5pp |
| Employer contribution / active EE | $204 | $1,042-80.4% | $2,279-91.1% | $2,019-89.9% |
| Participant deferral / active EE | $249 | $2,594-90.4% | $4,048-93.8% | $3,358-92.6% |
| Admin fee / account holder | $1,614 | $4,561-64.6% | $8,703-81.5% | $3,203-49.6% |