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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 | $23,568 | $69,977-66.3% | $108,582-78.3% | $62,881-62.5% |
| Participation rate | 57.7% | 72.9%-15.2pp | 79.6%-21.9pp | 69.3%-11.6pp |
| Annual return | 1.13% | 10.73%-9.6pp | -51.70%+52.8pp | 20.14%-19.0pp |
| Employer contribution / active EE | $543 | $2,135-74.6% | $3,758-85.5% | $2,281-76.2% |
| Participant deferral / active EE | $1,325 | $3,165-58.1% | $4,311-69.3% | $3,203-58.6% |
| Admin fee / account holder | $2,623 | $5,076-48.3% | $7,645-65.7% | $4,296-38.9% |