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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 | $31,345 | $108,825-71.2% | $156,181-79.9% | $82,448-62.0% |
| Participation rate | 65.9% | 72.4%-6.5pp | 78.8%-13.0pp | 68.1%-2.2pp |
| Annual return | 10.07% | 20.59%-10.5pp | 64.87%-54.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,773 | $4,577-61.3% | $6,132-71.1% | $4,139-57.2% |
| Admin fee / account holder | $7,861 | $9,341-15.8% | $14,586-46.1% | $7,234+8.7% |