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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 | $21,622 | $77,472-72.1% | $100,392-78.5% | $80,935-73.3% |
| Participation rate | 31.1% | 76.9%-45.8pp | 81.5%-50.4pp | 67.7%-36.5pp |
| Annual return | 8.90% | 37.26%-28.4pp | 49.45%-40.6pp | 35.66%-26.8pp |
| Employer contribution / active EE | $633 | $2,800-77.4% | $3,941-83.9% | $2,757-77.0% |
| Participant deferral / active EE | $796 | $6,818-88.3% | $8,090-90.2% | $4,299-81.5% |
| Admin fee / account holder | $807 | $5,885-86.3% | $7,904-89.8% | $6,924-88.3% |