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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 | $14,504 | $76,551-81.1% | $123,894-88.3% | $62,881-76.9% |
| Participation rate | 40.0% | 73.0%-33.0pp | 81.4%-41.4pp | 69.3%-29.3pp |
| Annual return | -4.65% | 18.68%-23.3pp | 47.52%-52.2pp | 20.14%-24.8pp |
| Employer contribution / active EE | $1,337 | $2,882-53.6% | $4,617-71.0% | $2,281-41.4% |
| Participant deferral / active EE | $1,259 | $4,840-74.0% | $5,984-79.0% | $3,203-60.7% |
| Admin fee / account holder | $5,280 | $4,826+9.4% | $8,357-36.8% | $4,296+22.9% |