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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 | $35,427 | $114,712-69.1% | $173,730-79.6% | $87,485-59.5% |
| Participation rate | 42.0% | 73.0%-31.0pp | 79.6%-37.6pp | 68.9%-26.9pp |
| Annual return | 11.44% | 20.18%-8.7pp | 19.96%-8.5pp | 26.06%-14.6pp |
| Employer contribution / active EE | $984 | $2,904-66.1% | $4,577-78.5% | $2,596-62.1% |
| Participant deferral / active EE | $1,894 | $4,642-59.2% | $6,326-70.1% | $4,274-55.7% |
| Admin fee / account holder | $6,788 | $10,210-33.5% | $17,523-61.3% | $7,775-12.7% |