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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 | $104,098-70.9% | $140,514-78.4% | $94,015-67.8% |
| Participation rate | 42.9% | 73.7%-30.9pp | 77.8%-34.9pp | 70.8%-28.0pp |
| Annual return | 7.81% | 15.14%-7.3pp | 14.36%-6.5pp | 17.84%-10.0pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $607 | $4,033-84.9% | $4,919-87.7% | $4,249-85.7% |
| Admin fee / account holder | $24,026 | $10,439+130.2% | $13,697+75.4% | $8,951+168.4% |