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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 | $21,764 | $86,940-75.0% | $102,434-78.8% | $80,935-73.1% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 10.23% | 18.89%-8.7pp | 29.46%-19.2pp | 35.66%-25.4pp |
| Employer contribution / active EE | $891 | $2,370-62.4% | $3,023-70.5% | $2,757-67.7% |
| Participant deferral / active EE | $1,462 | $4,121-64.5% | $5,055-71.1% | $4,299-66.0% |
| Admin fee / account holder | $1,334 | $8,047-83.4% | $9,462-85.9% | $6,924-80.7% |