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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 | $19,771 | $76,551-74.2% | $123,894-84.0% | $62,881-68.6% |
| Participation rate | 39.6% | 73.0%-33.4pp | 81.4%-41.8pp | 69.3%-29.7pp |
| Annual return | 5.50% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $960 | $2,882-66.7% | $4,617-79.2% | $2,281-57.9% |
| Participant deferral / active EE | $1,832 | $4,840-62.1% | $5,984-69.4% | $3,203-42.8% |
| Admin fee / account holder | $1,638 | $4,826-66.0% | $8,357-80.4% | $4,296-61.9% |