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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 | $25,009 | $107,421-76.7% | $182,262-86.3% | $94,015-73.4% |
| Participation rate | 41.7% | 77.8%-36.1pp | 84.2%-42.5pp | 70.8%-29.2pp |
| Annual return | 12.04% | 21.32%-9.3pp | 140.60%-128.6pp | 17.84%-5.8pp |
| Employer contribution / active EE | $990 | $3,448-71.3% | $5,046-80.4% | $2,790-64.5% |
| Participant deferral / active EE | $2,053 | $6,558-68.7% | $8,276-75.2% | $4,249-51.7% |
| Admin fee / account holder | $3,628 | $8,692-58.3% | $16,712-78.3% | $8,951-59.5% |