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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 | $21,397 | $91,439-76.6% | $135,974-84.3% | $71,511-70.1% |
| Participation rate | 51.8% | 75.7%-23.8pp | 81.9%-30.1pp | 67.9%-16.1pp |
| Annual return | 13.04% | 29.90%-16.9pp | 68.30%-55.3pp | 28.86%-15.8pp |
| Employer contribution / active EE | $1,303 | $3,705-64.8% | $4,859-73.2% | $2,589-49.7% |
| Participant deferral / active EE | $2,310 | $7,093-67.4% | $7,760-70.2% | $4,291-46.2% |
| Admin fee / account holder | $4,065 | $1,267+220.9% | $10,767-62.2% | $1,588+155.9% |