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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 | $23,491 | $95,453-75.4% | $112,040-79.0% | $82,448-71.5% |
| Participation rate | 46.2% | 72.8%-26.6pp | 76.5%-30.3pp | 68.1%-21.9pp |
| Annual return | 11.89% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,043 | $2,318-55.0% | $2,954-64.7% | $2,551-59.1% |
| Participant deferral / active EE | $1,686 | $4,224-60.1% | $5,098-66.9% | $4,139-59.3% |
| Admin fee / account holder | $8,284 | $9,013-8.1% | $12,098-31.5% | $7,234+14.5% |