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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 | $19,416 | $70,486-72.5% | $100,535-80.7% | $79,856-75.7% |
| Participation rate | 63.3% | 73.6%-10.3pp | 79.4%-16.1pp | 69.6%-6.3pp |
| Annual return | 6.91% | 21.90%-15.0pp | 30.90%-24.0pp | 31.71%-24.8pp |
| Employer contribution / active EE | $282 | $2,165-87.0% | $3,419-91.7% | $2,471-88.6% |
| Participant deferral / active EE | $573 | $5,182-88.9% | $6,271-90.9% | $3,741-84.7% |
| Admin fee / account holder | $4,432 | $4,480-1.1% | $8,085-45.2% | $5,306-16.5% |