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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 | $21,960 | $62,146-64.7% | $81,438-73.0% | $74,546-70.5% |
| Participation rate | 44.0% | 64.1%-20.1pp | 69.5%-25.5pp | 67.2%-23.2pp |
| Annual return | 11.10% | 16.49%-5.4pp | 24.74%-13.6pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $644 | $1,883-65.8% | $2,460-73.8% | $2,624-75.4% |
| Participant deferral / active EE | $900 | $3,229-72.1% | $3,883-76.8% | $4,347-79.3% |
| Admin fee / account holder | $939 | $1,922-51.1% | $5,764-83.7% | $1,944-51.7% |