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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 | $21,538 | $76,371-71.8% | $93,621-77.0% | $72,975-70.5% |
| Participation rate | 65.6% | 71.8%-6.1pp | 75.8%-10.2pp | 69.5%-3.9pp |
| Annual return | 12.65% | 25.82%-13.2pp | 32.76%-20.1pp | 81.01%-68.4pp |
| Employer contribution / active EE | $603 | $2,276-73.5% | $2,719-77.8% | $2,440-75.3% |
| Participant deferral / active EE | $1,081 | $3,538-69.5% | $4,070-73.4% | $3,608-70.0% |
| Admin fee / account holder | $4,627 | $6,839-32.3% | $7,890-41.4% | $5,124-9.7% |