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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 | $16,455 | $101,798-83.8% | $165,071-90.0% | $80,935-79.7% |
| Participation rate | 32.7% | 71.8%-39.2pp | 78.6%-46.0pp | 67.7%-35.0pp |
| Annual return | 10.10% | 16.73%-6.6pp | 70.17%-60.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,182 | $2,954-60.0% | $4,347-72.8% | $2,757-57.1% |
| Participant deferral / active EE | $1,687 | $4,476-62.3% | $6,035-72.1% | $4,299-60.8% |
| Admin fee / account holder | $15,290 | $8,221+86.0% | $12,695+20.4% | $6,924+120.8% |