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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 | $17,023 | $81,446-79.1% | $103,374-83.5% | $80,874-79.0% |
| Participation rate | 20.9% | 66.9%-45.9pp | 74.5%-53.6pp | 67.6%-46.7pp |
| Annual return | 7.55% | 25.57%-18.0pp | 24.89%-17.3pp | 35.62%-28.1pp |
| Employer contribution / active EE | $825 | $3,107-73.4% | $3,869-78.7% | $2,756-70.1% |
| Participant deferral / active EE | $1,265 | $3,870-67.3% | $5,058-75.0% | $4,297-70.6% |
| Admin fee / account holder | $12,010 | $6,715+78.9% | $8,394+43.1% | $6,935+73.2% |