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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 | $23,410 | $69,977-66.5% | $108,582-78.4% | $62,881-62.8% |
| Participation rate | 69.8% | 72.9%-3.1pp | 79.6%-9.8pp | 69.3%+0.5pp |
| Annual return | 4.07% | 10.73%-6.7pp | -51.70%+55.8pp | 20.14%-16.1pp |
| Employer contribution / active EE | $616 | $2,135-71.2% | $3,758-83.6% | $2,281-73.0% |
| Participant deferral / active EE | $1,366 | $3,165-56.8% | $4,311-68.3% | $3,203-57.3% |
| Admin fee / account holder | $5,202 | $5,076+2.5% | $7,645-32.0% | $4,296+21.1% |