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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 | $21,865 | $106,524-79.5% | $152,301-85.6% | $87,485-75.0% |
| Participation rate | 48.1% | 75.8%-27.6pp | 82.4%-34.3pp | 68.9%-20.8pp |
| Annual return | 12.87% | 26.89%-14.0pp | 80.50%-67.6pp | 26.06%-13.2pp |
| Employer contribution / active EE | $1,076 | $3,371-68.1% | $4,624-76.7% | $2,596-58.6% |
| Participant deferral / active EE | $1,709 | $6,525-73.8% | $8,004-78.6% | $4,274-60.0% |
| Admin fee / account holder | $2,559 | $8,287-69.1% | $14,398-82.2% | $7,775-67.1% |