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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 | $13,922 | $106,749-87.0% | $145,433-90.4% | $82,448-83.1% |
| Participation rate | 56.5% | 75.6%-19.1pp | 82.1%-25.6pp | 68.1%-11.5pp |
| Annual return | 13.60% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,078 | $3,444-68.7% | $4,554-76.3% | $2,551-57.8% |
| Participant deferral / active EE | $1,719 | $6,519-73.6% | $7,897-78.2% | $4,139-58.5% |
| Admin fee / account holder | $3,139 | $8,390-62.6% | $13,129-76.1% | $7,234-56.6% |