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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 | $23,047 | $136,860-83.2% | $120,344-80.8% | $154,746-85.1% |
| Participation rate | 30.4% | 79.9%-49.5pp | 76.7%-46.3pp | 80.7%-50.3pp |
| Annual return | 8.54% | 21.38%-12.8pp | 20.30%-11.8pp | 172.34%-163.8pp |
| Employer contribution / active EE | $895 | $3,533-74.7% | $3,020-70.4% | $4,379-79.6% |
| Participant deferral / active EE | $1,127 | $5,793-80.5% | $5,135-78.0% | $6,730-83.3% |
| Admin fee / account holder | $12,555 | $15,393-18.4% | $12,742-1.5% | $14,365-12.6% |