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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 | $19,308 | $54,541-64.6% | $78,778-75.5% | $70,124-72.5% |
| Participation rate | 44.0% | 60.8%-16.8pp | 69.2%-25.1pp | 69.5%-25.5pp |
| Annual return | 9.05% | 21.07%-12.0pp | 35.62%-26.6pp | 73.14%-64.1pp |
| Employer contribution / active EE | $595 | $1,089-45.3% | $1,986-70.0% | $2,342-74.6% |
| Participant deferral / active EE | $281 | $2,210-87.3% | $2,958-90.5% | $3,332-91.6% |
| Admin fee / account holder | $2,540 | $3,709-31.5% | $5,134-50.5% | $4,645-45.3% |