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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 | $19,116 | $106,864-82.1% | $147,318-87.0% | $82,637-76.9% |
| Participation rate | 62.0% | 75.5%-13.5pp | 82.1%-20.1pp | 68.1%-6.1pp |
| Annual return | 12.62% | 27.49%-14.9pp | 70.43%-57.8pp | 53.51%-40.9pp |
| Employer contribution / active EE | $909 | $3,417-73.4% | $4,593-80.2% | $2,552-64.4% |
| Participant deferral / active EE | $2,361 | $6,496-63.6% | $7,906-70.1% | $4,126-42.8% |
| Admin fee / account holder | $21,835 | $8,415+159.5% | $13,708+59.3% | $7,339+197.5% |