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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 | $18,936 | $106,749-82.3% | $145,433-87.0% | $82,448-77.0% |
| Participation rate | 17.1% | 75.6%-58.5pp | 82.1%-65.0pp | 68.1%-50.9pp |
| Annual return | 4.95% | 27.59%-22.6pp | 66.58%-61.6pp | 41.64%-36.7pp |
| Employer contribution / active EE | $1,510 | $3,444-56.2% | $4,554-66.8% | $2,551-40.8% |
| Participant deferral / active EE | $601 | $6,519-90.8% | $7,897-92.4% | $4,139-85.5% |
| Admin fee / account holder | $905 | $8,390-89.2% | $13,129-93.1% | $7,234-87.5% |