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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 | $16,617 | $81,476-79.6% | $102,383-83.8% | $80,925-79.5% |
| Participation rate | 38.7% | 66.8%-28.1pp | 74.5%-35.8pp | 67.7%-28.9pp |
| Annual return | 8.09% | 25.59%-17.5pp | 24.94%-16.8pp | 35.65%-27.6pp |
| Employer contribution / active EE | $876 | $3,105-71.8% | $3,870-77.4% | $2,756-68.2% |
| Participant deferral / active EE | $980 | $3,871-74.7% | $5,060-80.6% | $4,299-77.2% |
| Admin fee / account holder | $966 | $6,717-85.6% | $8,391-88.5% | $6,940-86.1% |