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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 | $16,777 | $181,896-90.8% | $156,551-89.3% | $273,972-93.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | -3.63% | 30.74%-34.4pp | 32.23%-35.9pp | 41.46%-45.1pp |
| Employer contribution / active EE | $1,900 | $6,248-69.6% | $5,501-65.5% | $4,869-61.0% |
| Participant deferral / active EE | $1,428 | $5,550-74.3% | $4,871-70.7% | $5,287-73.0% |
| Admin fee / account holder | $3,952 | $15,560-74.6% | $13,028-69.7% | $10,133-61.0% |