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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 | $18,453 | $72,114-74.4% | $108,745-83.0% | $62,881-70.7% |
| Participation rate | 59.6% | 74.6%-15.0pp | 77.7%-18.1pp | 69.3%-9.7pp |
| Annual return | 4.51% | 13.41%-8.9pp | 46.22%-41.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,136 | $2,694-57.8% | $3,323-65.8% | $2,281-50.2% |
| Participant deferral / active EE | $1,345 | $4,044-66.7% | $5,121-73.7% | $3,203-58.0% |
| Admin fee / account holder | $1,113 | $4,608-75.9% | $6,144-81.9% | $4,296-74.1% |