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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 | $28,096 | $101,778-72.4% | $164,975-83.0% | $80,925-65.3% |
| Participation rate | 34.8% | 71.8%-37.0pp | 78.6%-43.8pp | 67.7%-32.9pp |
| Annual return | 8.95% | 16.73%-7.8pp | 70.12%-61.2pp | 35.65%-26.7pp |
| Employer contribution / active EE | $916 | $2,954-69.0% | $4,343-78.9% | $2,756-66.8% |
| Participant deferral / active EE | $1,482 | $4,477-66.9% | $6,033-75.4% | $4,299-65.5% |
| Admin fee / account holder | $4,590 | $8,221-44.2% | $12,688-63.8% | $6,940-33.9% |