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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 | $28,034 | $97,550-71.3% | $120,344-76.7% | $87,485-68.0% |
| Participation rate | 65.2% | 72.8%-7.6pp | 76.7%-11.5pp | 68.9%-3.7pp |
| Annual return | 7.96% | 18.41%-10.5pp | 20.30%-12.3pp | 26.06%-18.1pp |
| Employer contribution / active EE | $1,230 | $2,291-46.3% | $3,020-59.3% | $2,596-52.6% |
| Participant deferral / active EE | $1,895 | $4,230-55.2% | $5,135-63.1% | $4,274-55.7% |
| Admin fee / account holder | $3,299 | $9,543-65.4% | $12,742-74.1% | $7,775-57.6% |