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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 | $22,099 | $102,422-78.4% | $147,117-85.0% | $80,959-72.7% |
| Participation rate | 58.1% | 75.9%-17.8pp | 82.2%-24.1pp | 67.7%-9.6pp |
| Annual return | 9.92% | 135.16%-125.2pp | 420.54%-410.6pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,144 | $3,717-69.2% | $4,932-76.8% | $2,757-58.5% |
| Participant deferral / active EE | $1,561 | $6,652-76.5% | $8,065-80.6% | $4,300-63.7% |
| Admin fee / account holder | $4,458 | $7,953-43.9% | $12,993-65.7% | $6,925-35.6% |