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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 | $18,627 | $48,364-61.5% | $71,796-74.1% | $62,881-70.4% |
| Participation rate | 22.0% | 60.6%-38.7pp | 69.1%-47.2pp | 69.3%-47.4pp |
| Annual return | 0.58% | 13.16%-12.6pp | 78.04%-77.5pp | 20.14%-19.6pp |
| Employer contribution / active EE | $274 | $1,042-73.7% | $1,924-85.7% | $2,281-88.0% |
| Participant deferral / active EE | $530 | $2,091-74.7% | $2,794-81.0% | $3,203-83.5% |
| Admin fee / account holder | $867 | $3,771-77.0% | $4,815-82.0% | $4,296-79.8% |