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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 | $18,190 | $102,429-82.2% | $147,096-87.6% | $80,925-77.5% |
| Participation rate | 34.5% | 75.9%-41.4pp | 82.2%-47.7pp | 67.7%-33.2pp |
| Annual return | 11.17% | 135.02%-123.9pp | 419.75%-408.6pp | 35.65%-24.5pp |
| Employer contribution / active EE | $942 | $3,716-74.6% | $4,936-80.9% | $2,756-65.8% |
| Participant deferral / active EE | $1,636 | $6,649-75.4% | $8,071-79.7% | $4,299-61.9% |
| Admin fee / account holder | $3,766 | $7,957-52.7% | $13,005-71.0% | $6,940-45.7% |