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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 | $22,175 | $78,423-71.7% | $95,964-76.9% | $79,856-72.2% |
| Participation rate | 29.7% | 73.5%-43.8pp | 77.1%-47.4pp | 69.6%-39.9pp |
| Annual return | 9.53% | 19.37%-9.8pp | 91.64%-82.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $708 | $1,945-63.6% | $2,541-72.1% | $2,471-71.4% |
| Participant deferral / active EE | $968 | $3,440-71.9% | $4,167-76.8% | $3,741-74.1% |
| Admin fee / account holder | $7,999 | $5,622+42.3% | $6,797+17.7% | $5,306+50.7% |