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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 | $28,871 | $71,534-59.6% | $98,462-70.7% | $71,529-59.6% |
| Participation rate | 25.4% | 72.7%-47.3pp | 75.2%-49.8pp | 67.9%-42.5pp |
| Annual return | 13.36% | 32.44%-19.1pp | 21.17%-7.8pp | 28.97%-15.6pp |
| Employer contribution / active EE | $674 | $2,399-71.9% | $3,049-77.9% | $2,590-74.0% |
| Participant deferral / active EE | $1,099 | $4,109-73.2% | $4,738-76.8% | $4,291-74.4% |
| Admin fee / account holder | $2,664 | $1,677+58.9% | $8,875-70.0% | $1,588+67.7% |