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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 | $22,927 | $101,798-77.5% | $165,071-86.1% | $80,935-71.7% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 9.90% | 16.73%-6.8pp | 70.17%-60.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,052 | $2,954-64.4% | $4,347-75.8% | $2,757-61.8% |
| Participant deferral / active EE | $1,543 | $4,476-65.5% | $6,035-74.4% | $4,299-64.1% |
| Admin fee / account holder | $1,263 | $8,221-84.6% | $12,695-90.0% | $6,924-81.8% |