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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 | $9,130 | $81,446-88.8% | $103,374-91.2% | $80,874-88.7% |
| Participation rate | 20.6% | 66.9%-46.3pp | 74.5%-53.9pp | 67.6%-47.1pp |
| Annual return | 10.03% | 25.57%-15.5pp | 24.89%-14.9pp | 35.62%-25.6pp |
| Employer contribution / active EE | $1,123 | $3,107-63.9% | $3,869-71.0% | $2,756-59.2% |
| Participant deferral / active EE | $1,583 | $3,870-59.1% | $5,058-68.7% | $4,297-63.2% |
| Admin fee / account holder | $2,710 | $6,715-59.6% | $8,394-67.7% | $6,935-60.9% |