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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 | $20,763 | $78,672-73.6% | $109,163-81.0% | $85,856-75.8% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.7pp |
| Annual return | 9.43% | 25.09%-15.7pp | 25.75%-16.3pp | 318.58%-309.2pp |
| Employer contribution / active EE | $986 | $2,734-63.9% | $3,723-73.5% | $2,565-61.5% |
| Participant deferral / active EE | $1,444 | $3,467-58.4% | $4,654-69.0% | $3,952-63.5% |
| Admin fee / account holder | $3,182 | $5,470-41.8% | $6,754-52.9% | $6,261-49.2% |