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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 | $25,175 | $86,949-71.0% | $102,460-75.4% | $80,959-68.9% |
| Participation rate | 52.5% | 72.4%-19.9pp | 76.5%-24.0pp | 67.7%-15.2pp |
| Annual return | 2.28% | 18.89%-16.6pp | 29.47%-27.2pp | 35.67%-33.4pp |
| Employer contribution / active EE | $744 | $2,370-68.6% | $3,025-75.4% | $2,757-73.0% |
| Participant deferral / active EE | $1,665 | $4,121-59.6% | $5,056-67.1% | $4,300-61.3% |
| Admin fee / account holder | $2,400 | $8,048-70.2% | $9,460-74.6% | $6,925-65.3% |