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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 | $17,260 | $48,364-64.3% | $71,796-76.0% | $62,881-72.6% |
| Participation rate | 22.5% | 60.6%-38.1pp | 69.1%-46.6pp | 69.3%-46.8pp |
| Annual return | 2.50% | 13.16%-10.7pp | 78.04%-75.5pp | 20.14%-17.6pp |
| Employer contribution / active EE | $311 | $1,042-70.1% | $1,924-83.8% | $2,281-86.3% |
| Participant deferral / active EE | $452 | $2,091-78.4% | $2,794-83.8% | $3,203-85.9% |
| Admin fee / account holder | $4,548 | $3,771+20.6% | $4,815-5.6% | $4,296+5.9% |