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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 | $19,332 | $106,749-81.9% | $145,433-86.7% | $82,448-76.6% |
| Participation rate | 42.3% | 75.6%-33.3pp | 82.1%-39.8pp | 68.1%-25.8pp |
| Annual return | 11.21% | 27.59%-16.4pp | 66.58%-55.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,012 | $3,444-70.6% | $4,554-77.8% | $2,551-60.3% |
| Participant deferral / active EE | $954 | $6,519-85.4% | $7,897-87.9% | $4,139-76.9% |
| Admin fee / account holder | $5,941 | $8,390-29.2% | $13,129-54.8% | $7,234-17.9% |