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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 | $106,524-82.2% | $152,301-87.6% | $87,485-78.4% |
| Participation rate | 17.1% | 75.8%-58.6pp | 82.4%-65.3pp | 68.9%-51.8pp |
| Annual return | 4.95% | 26.89%-21.9pp | 80.50%-75.6pp | 26.06%-21.1pp |
| Employer contribution / active EE | $1,510 | $3,371-55.2% | $4,624-67.3% | $2,596-41.8% |
| Participant deferral / active EE | $601 | $6,525-90.8% | $8,004-92.5% | $4,274-85.9% |
| Admin fee / account holder | $905 | $8,287-89.1% | $14,398-93.7% | $7,775-88.4% |