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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 | $14,369 | $63,861-77.5% | $104,639-86.3% | $79,856-82.0% |
| Participation rate | 22.0% | 64.9%-43.0pp | 74.1%-52.1pp | 69.6%-47.7pp |
| Annual return | 8.95% | 21.30%-12.4pp | 340.67%-331.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $578 | $1,588-63.6% | $2,682-78.4% | $2,471-76.6% |
| Participant deferral / active EE | $728 | $2,693-73.0% | $3,738-80.5% | $3,741-80.5% |
| Admin fee / account holder | $1,067 | $4,185-74.5% | $6,465-83.5% | $5,306-79.9% |