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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 | $18,362 | $76,834-76.1% | $108,359-83.1% | $87,485-79.0% |
| Participation rate | 19.4% | 61.7%-42.3pp | 70.1%-50.7pp | 68.9%-49.5pp |
| Annual return | 3.95% | 19.09%-15.1pp | 36.89%-32.9pp | 26.06%-22.1pp |
| Employer contribution / active EE | $411 | $1,556-73.6% | $2,399-82.9% | $2,596-84.2% |
| Participant deferral / active EE | $433 | $3,100-86.0% | $4,137-89.5% | $4,274-89.9% |
| Admin fee / account holder | $1,517 | $6,537-76.8% | $9,741-84.4% | $7,775-80.5% |