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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 | $30,284 | $97,550-69.0% | $120,344-74.8% | $87,485-65.4% |
| Participation rate | 42.9% | 72.8%-30.0pp | 76.7%-33.9pp | 68.9%-26.1pp |
| Annual return | 7.81% | 18.41%-10.6pp | 20.30%-12.5pp | 26.06%-18.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $607 | $4,230-85.6% | $5,135-88.2% | $4,274-85.8% |
| Admin fee / account holder | $24,026 | $9,543+151.8% | $12,742+88.6% | $7,775+209.0% |