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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 | $14,637 | $106,749-86.3% | $145,433-89.9% | $82,448-82.2% |
| Participation rate | 57.7% | 75.6%-18.0pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 13.34% | 27.59%-14.2pp | 66.58%-53.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,805 | $3,444-47.6% | $4,554-60.4% | $2,551-29.2% |
| Participant deferral / active EE | $2,435 | $6,519-62.6% | $7,897-69.2% | $4,139-41.2% |
| Admin fee / account holder | $10,061 | $8,390+19.9% | $13,129-23.4% | $7,234+39.1% |