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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 | $15,566 | $80,983-80.8% | $96,544-83.9% | $75,177-79.3% |
| Participation rate | 40.5% | 71.8%-31.2pp | 76.0%-35.4pp | 67.2%-26.7pp |
| Annual return | 10.07% | 27.05%-17.0pp | 25.88%-15.8pp | 160.75%-150.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $469 | $3,929-88.1% | $4,851-90.3% | $4,126-88.6% |
| Admin fee / account holder | $12,188 | $6,717+81.5% | $8,254+47.6% | $5,651+115.7% |