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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 | $24,782 | $99,994-75.2% | $146,647-83.1% | $85,851-71.1% |
| Participation rate | 63.0% | 73.1%-10.0pp | 80.1%-17.0pp | 69.3%-6.3pp |
| Annual return | 11.09% | 18.93%-7.8pp | 22.75%-11.7pp | 318.63%-307.5pp |
| Employer contribution / active EE | $626 | $2,559-75.6% | $4,137-84.9% | $2,565-75.6% |
| Participant deferral / active EE | $1,402 | $4,006-65.0% | $5,506-74.5% | $3,952-64.5% |
| Admin fee / account holder | $1,946 | $7,703-74.7% | $10,281-81.1% | $6,261-68.9% |