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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 | $28,218 | $97,550-71.1% | $120,344-76.6% | $87,485-67.7% |
| Participation rate | 51.6% | 72.8%-21.2pp | 76.7%-25.1pp | 68.9%-17.3pp |
| Annual return | 9.23% | 18.41%-9.2pp | 20.30%-11.1pp | 26.06%-16.8pp |
| Employer contribution / active EE | $754 | $2,291-67.1% | $3,020-75.0% | $2,596-70.9% |
| Participant deferral / active EE | $980 | $4,230-76.8% | $5,135-80.9% | $4,274-77.1% |
| Admin fee / account holder | $3,082 | $9,543-67.7% | $12,742-75.8% | $7,775-60.4% |