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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 | $20,247 | $67,606-70.1% | $82,313-75.4% | $70,124-71.1% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.9%-16.2pp | 69.5%-8.8pp |
| Annual return | 2.18% | 21.57%-19.4pp | 25.88%-23.7pp | 73.14%-71.0pp |
| Employer contribution / active EE | $875 | $1,755-50.2% | $2,428-64.0% | $2,342-62.7% |
| Participant deferral / active EE | $1,088 | $2,987-63.6% | $3,706-70.6% | $3,332-67.3% |
| Admin fee / account holder | $2,092 | $4,512-53.6% | $5,608-62.7% | $4,645-55.0% |