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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 | $21,920 | $79,867-72.6% | $120,344-81.8% | $64,340-65.9% |
| Participation rate | 20.8% | 63.0%-42.2pp | 76.7%-55.9pp | 55.2%-34.4pp |
| Annual return | 3.41% | 21.10%-17.7pp | 20.30%-16.9pp | 24.14%-20.7pp |
| Employer contribution / active EE | $581 | $1,925-69.8% | $3,020-80.8% | $1,862-68.8% |
| Participant deferral / active EE | $897 | $3,593-75.0% | $5,135-82.5% | $2,980-69.9% |
| Admin fee / account holder | $18,918 | $5,039+275.4% | $12,742+48.5% | $3,703+410.9% |