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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 | $32,106 | $95,453-66.4% | $112,040-71.3% | $82,448-61.1% |
| Participation rate | 37.7% | 72.8%-35.0pp | 76.5%-38.8pp | 68.1%-30.3pp |
| Annual return | 10.96% | 23.92%-13.0pp | 24.52%-13.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,345 | $2,318-41.9% | $2,954-54.5% | $2,551-47.3% |
| Participant deferral / active EE | $1,947 | $4,224-53.9% | $5,098-61.8% | $4,139-53.0% |
| Admin fee / account holder | $14,014 | $9,013+55.5% | $12,098+15.8% | $7,234+93.7% |