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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 | $27,002 | $101,795-73.5% | $165,100-83.6% | $80,959-66.6% |
| Participation rate | 45.2% | 71.8%-26.7pp | 78.6%-33.5pp | 67.7%-22.5pp |
| Annual return | 9.79% | 16.73%-6.9pp | 70.21%-60.4pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,075 | $2,954-63.6% | $4,348-75.3% | $2,757-61.0% |
| Participant deferral / active EE | $1,610 | $4,476-64.0% | $6,035-73.3% | $4,300-62.6% |
| Admin fee / account holder | $2,232 | $8,221-72.9% | $12,696-82.4% | $6,925-67.8% |