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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 | $17,320 | $102,385-83.1% | $147,080-88.2% | $80,935-78.6% |
| Participation rate | 58.7% | 75.9%-17.2pp | 82.2%-23.5pp | 67.7%-9.0pp |
| Annual return | 11.77% | 135.09%-123.3pp | 420.17%-408.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $976 | $3,717-73.7% | $4,933-80.2% | $2,757-64.6% |
| Participant deferral / active EE | $2,191 | $6,651-67.1% | $8,066-72.8% | $4,299-49.0% |
| Admin fee / account holder | $1,789 | $7,951-77.5% | $12,989-86.2% | $6,924-74.2% |