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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 | $38,436 | $123,478-68.9% | $216,567-82.3% | $94,015-59.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 81.6%-15.0pp | 70.8%-4.2pp |
| Annual return | 8.97% | 23.61%-14.6pp | 12.94%-4.0pp | 17.84%-8.9pp |
| Employer contribution / active EE | $1,300 | $3,136-58.5% | $5,216-75.1% | $2,790-53.4% |
| Participant deferral / active EE | $1,901 | $4,556-58.3% | $6,191-69.3% | $4,249-55.3% |
| Admin fee / account holder | $2,893 | $12,753-77.3% | $21,981-86.8% | $8,951-67.7% |