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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 | $22,756 | $181,896-87.5% | $156,551-85.5% | $273,972-91.7% |
| Participation rate | 63.2% | 88.4%-25.2pp | 84.0%-20.9pp | 83.0%-19.9pp |
| Annual return | -3.93% | 30.74%-34.7pp | 32.23%-36.2pp | 41.46%-45.4pp |
| Employer contribution / active EE | $1,485 | $6,248-76.2% | $5,501-73.0% | $4,869-69.5% |
| Participant deferral / active EE | $1,016 | $5,550-81.7% | $4,871-79.1% | $5,287-80.8% |
| Admin fee / account holder | $1,831 | $15,560-88.2% | $13,028-85.9% | $10,133-81.9% |