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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 | $32,727 | $97,550-66.5% | $120,344-72.8% | $87,485-62.6% |
| Participation rate | 43.8% | 72.8%-29.0pp | 76.7%-32.9pp | 68.9%-25.1pp |
| Annual return | 11.32% | 18.41%-7.1pp | 20.30%-9.0pp | 26.06%-14.7pp |
| Employer contribution / active EE | $732 | $2,291-68.0% | $3,020-75.8% | $2,596-71.8% |
| Participant deferral / active EE | $1,465 | $4,230-65.4% | $5,135-71.5% | $4,274-65.7% |
| Admin fee / account holder | $7,204 | $9,543-24.5% | $12,742-43.5% | $7,775-7.3% |