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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 | $17,256 | $106,864-83.9% | $147,318-88.3% | $82,637-79.1% |
| Participation rate | 50.0% | 75.5%-25.5pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 9.19% | 27.49%-18.3pp | 70.43%-61.2pp | 53.51%-44.3pp |
| Employer contribution / active EE | $1,199 | $3,417-64.9% | $4,593-73.9% | $2,552-53.0% |
| Participant deferral / active EE | $2,027 | $6,496-68.8% | $7,906-74.4% | $4,126-50.9% |
| Admin fee / account holder | $950 | $8,415-88.7% | $13,708-93.1% | $7,339-87.1% |