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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 | $22,040 | $223,823-90.2% | $211,142-89.6% | $154,746-85.8% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 7.69% | 50.39%-42.7pp | 46.84%-39.1pp | 172.34%-164.6pp |
| Employer contribution / active EE | $2,011 | $6,787-70.4% | $6,442-68.8% | $4,379-54.1% |
| Participant deferral / active EE | $2,955 | $9,750-69.7% | $9,284-68.2% | $6,730-56.1% |
| Admin fee / account holder | $3,064 | $19,707-84.5% | $19,076-83.9% | $14,365-78.7% |