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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 | $15,047 | $53,774-72.0% | $134,162-88.8% | $79,852-81.2% |
| Participation rate | 41.5% | 58.8%-17.3pp | 72.2%-30.7pp | 69.6%-28.1pp |
| Annual return | 3.37% | 19.01%-15.6pp | 36.35%-33.0pp | 31.72%-28.4pp |
| Employer contribution / active EE | $918 | $1,322-30.6% | $3,705-75.2% | $2,471-62.9% |
| Participant deferral / active EE | $207 | $2,420-91.4% | $3,500-94.1% | $3,740-94.5% |
| Admin fee / account holder | $783 | $3,985-80.4% | $6,685-88.3% | $5,306-85.2% |