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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 | $27,195 | $95,453-71.5% | $112,040-75.7% | $82,448-67.0% |
| Participation rate | 52.8% | 72.8%-20.0pp | 76.5%-23.7pp | 68.1%-15.3pp |
| Annual return | 11.01% | 23.92%-12.9pp | 24.52%-13.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,137 | $2,318-50.9% | $2,954-61.5% | $2,551-55.4% |
| Participant deferral / active EE | $1,846 | $4,224-56.3% | $5,098-63.8% | $4,139-55.4% |
| Admin fee / account holder | $15,034 | $9,013+66.8% | $12,098+24.3% | $7,234+107.8% |