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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 | $20,522 | $89,370-77.0% | $141,197-85.5% | $72,976-71.9% |
| Participation rate | 53.8% | 75.1%-21.4pp | 82.5%-28.7pp | 69.5%-15.7pp |
| Annual return | 15.04% | 111.88%-96.8pp | 71.41%-56.4pp | 81.02%-66.0pp |
| Employer contribution / active EE | $722 | $3,115-76.8% | $4,736-84.8% | $2,440-70.4% |
| Participant deferral / active EE | $1,695 | $5,419-68.7% | $6,710-74.7% | $3,608-53.0% |
| Admin fee / account holder | $4,992 | $5,957-16.2% | $10,265-51.4% | $5,124-2.6% |