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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 | $15,412 | $73,787-79.1% | $98,716-84.4% | $82,448-81.3% |
| Participation rate | 28.1% | 61.4%-33.3pp | 69.3%-41.2pp | 68.1%-39.9pp |
| Annual return | 7.33% | 18.57%-11.2pp | 31.81%-24.5pp | 41.64%-34.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $551 | $3,081-82.1% | $4,048-86.4% | $4,139-86.7% |
| Admin fee / account holder | $10,780 | $6,500+65.8% | $8,703+23.9% | $7,234+49.0% |