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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 | $22,036 | $78,423-71.9% | $95,964-77.0% | $79,856-72.4% |
| Participation rate | 51.1% | 73.5%-22.4pp | 77.1%-26.0pp | 69.6%-18.6pp |
| Annual return | -0.69% | 19.37%-20.1pp | 91.64%-92.3pp | 31.71%-32.4pp |
| Employer contribution / active EE | $529 | $1,945-72.8% | $2,541-79.2% | $2,471-78.6% |
| Participant deferral / active EE | $1,115 | $3,440-67.6% | $4,167-73.2% | $3,741-70.2% |
| Admin fee / account holder | $548 | $5,622-90.3% | $6,797-91.9% | $5,306-89.7% |