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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 | $21,647 | $67,411-67.9% | $91,004-76.2% | $70,126-69.1% |
| Participation rate | 45.5% | 71.4%-25.9pp | 75.6%-30.1pp | 69.5%-24.1pp |
| Annual return | 11.27% | -40.16%+51.4pp | 4.60%+6.7pp | 73.15%-61.9pp |
| Employer contribution / active EE | $750 | $1,786-58.0% | $2,456-69.5% | $2,343-68.0% |
| Participant deferral / active EE | $849 | $2,823-69.9% | $3,548-76.1% | $3,332-74.5% |
| Admin fee / account holder | $4,523 | $4,236+6.8% | $5,417-16.5% | $4,645-2.6% |