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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 | $17,258 | $102,429-83.2% | $147,096-88.3% | $80,925-78.7% |
| Participation rate | 38.7% | 75.9%-37.2pp | 82.2%-43.5pp | 67.7%-28.9pp |
| Annual return | 10.38% | 135.02%-124.6pp | 419.75%-409.4pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,130 | $3,716-69.6% | $4,936-77.1% | $2,756-59.0% |
| Participant deferral / active EE | $1,508 | $6,649-77.3% | $8,071-81.3% | $4,299-64.9% |
| Admin fee / account holder | $2,098 | $7,957-73.6% | $13,005-83.9% | $6,940-69.8% |