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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 | $29,143 | $83,843-65.2% | $123,973-76.5% | $65,306-55.4% |
| Participation rate | 34.7% | 56.0%-21.3pp | 76.7%-42.0pp | 57.7%-23.0pp |
| Annual return | 5.92% | 19.87%-14.0pp | 388.13%-382.2pp | 21.94%-16.0pp |
| Employer contribution / active EE | $779 | $2,873-72.9% | $4,126-81.1% | $1,967-60.4% |
| Participant deferral / active EE | $1,224 | $2,997-59.1% | $5,247-76.7% | $2,959-58.6% |
| Admin fee / account holder | $3,285 | $4,735-30.6% | $11,799-72.2% | $3,480-5.6% |