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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 | $19,645 | $78,682-75.0% | $109,188-82.0% | $85,851-77.1% |
| Participation rate | 27.6% | 68.3%-40.7pp | 75.9%-48.3pp | 69.3%-41.7pp |
| Annual return | 5.79% | 25.09%-19.3pp | 25.76%-20.0pp | 318.63%-312.8pp |
| Employer contribution / active EE | $3,899 | $2,734+42.6% | $3,723+4.7% | $2,565+52.0% |
| Participant deferral / active EE | $1,049 | $3,468-69.7% | $4,654-77.5% | $3,952-73.5% |
| Admin fee / account holder | $120,913 | $5,470+2110.7% | $6,755+1689.9% | $6,261+1831.2% |