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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 | $19,596 | $102,422-80.9% | $147,117-86.7% | $80,959-75.8% |
| Participation rate | 40.7% | 75.9%-35.1pp | 82.2%-41.4pp | 67.7%-26.9pp |
| Annual return | 11.44% | 135.16%-123.7pp | 420.54%-409.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,280 | $3,717-65.6% | $4,932-74.1% | $2,757-53.6% |
| Participant deferral / active EE | $2,540 | $6,652-61.8% | $8,065-68.5% | $4,300-40.9% |
| Admin fee / account holder | $590 | $7,953-92.6% | $12,993-95.5% | $6,925-91.5% |