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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 | $19,333 | $100,784-80.8% | $191,597-89.9% | $82,637-76.6% |
| Participation rate | 40.0% | 70.5%-30.5pp | 76.9%-36.9pp | 68.1%-28.1pp |
| Annual return | 4.93% | 18.13%-13.2pp | 27.07%-22.1pp | 53.51%-48.6pp |
| Employer contribution / active EE | $1,114 | $3,102-64.1% | $5,025-77.8% | $2,552-56.3% |
| Participant deferral / active EE | $1,410 | $4,937-71.4% | $6,850-79.4% | $4,126-65.8% |
| Admin fee / account holder | $40,498 | $10,062+302.5% | $22,799+77.6% | $7,339+451.8% |