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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 | $20,096 | $86,919-76.9% | $102,457-80.4% | $80,911-75.2% |
| Participation rate | 37.5% | 72.4%-34.9pp | 76.5%-39.0pp | 67.6%-30.1pp |
| Annual return | 8.75% | 18.90%-10.2pp | 29.41%-20.7pp | 35.63%-26.9pp |
| Employer contribution / active EE | $711 | $2,368-70.0% | $3,022-76.5% | $2,756-74.2% |
| Participant deferral / active EE | $1,100 | $4,119-73.3% | $5,054-78.2% | $4,297-74.4% |
| Admin fee / account holder | $6,719 | $8,049-16.5% | $9,451-28.9% | $6,935-3.1% |