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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 | $21,828 | $87,106-74.9% | $105,607-79.3% | $80,935-73.0% |
| Participation rate | 22.6% | 70.4%-47.9pp | 75.3%-52.7pp | 67.7%-45.1pp |
| Annual return | 9.54% | 17.01%-7.5pp | 116.11%-106.6pp | 35.66%-26.1pp |
| Employer contribution / active EE | $671 | $2,396-72.0% | $3,167-78.8% | $2,757-75.7% |
| Participant deferral / active EE | $1,513 | $3,986-62.0% | $5,011-69.8% | $4,299-64.8% |
| Admin fee / account holder | $6,658 | $8,447-21.2% | $10,958-39.2% | $6,924-3.8% |