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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 | $18,318 | $106,749-82.8% | $145,433-87.4% | $82,448-77.8% |
| Participation rate | 39.7% | 75.6%-35.9pp | 82.1%-42.4pp | 68.1%-28.3pp |
| Annual return | 12.46% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $763 | $3,444-77.8% | $4,554-83.2% | $2,551-70.1% |
| Participant deferral / active EE | $1,254 | $6,519-80.8% | $7,897-84.1% | $4,139-69.7% |
| Admin fee / account holder | $7,923 | $8,390-5.6% | $13,129-39.7% | $7,234+9.5% |