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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 | $26,919 | $114,712-76.5% | $173,730-84.5% | $87,485-69.2% |
| Participation rate | 41.3% | 73.0%-31.7pp | 79.6%-38.3pp | 68.9%-27.6pp |
| Annual return | 11.82% | 20.18%-8.4pp | 19.96%-8.1pp | 26.06%-14.2pp |
| Employer contribution / active EE | $839 | $2,904-71.1% | $4,577-81.7% | $2,596-67.7% |
| Participant deferral / active EE | $1,341 | $4,642-71.1% | $6,326-78.8% | $4,274-68.6% |
| Admin fee / account holder | $3,974 | $10,210-61.1% | $17,523-77.3% | $7,775-48.9% |