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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 | $25,071 | $80,781-69.0% | $102,437-75.5% | $74,478-66.3% |
| Participation rate | 48.3% | 65.7%-17.4pp | 74.5%-26.2pp | 67.2%-18.9pp |
| Annual return | 8.73% | 27.58%-18.8pp | 24.95%-16.2pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $847 | $3,160-73.2% | $3,871-78.1% | $2,626-67.7% |
| Participant deferral / active EE | $1,230 | $3,862-68.2% | $5,060-75.7% | $4,350-71.7% |
| Admin fee / account holder | $5,259 | $2,372+121.7% | $8,388-37.3% | $1,946+170.3% |