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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 | $29,137 | $71,523-59.3% | $98,461-70.4% | $71,511-59.3% |
| Participation rate | 13.3% | 72.7%-59.4pp | 75.2%-61.9pp | 67.9%-54.7pp |
| Annual return | 13.92% | 32.43%-18.5pp | 21.17%-7.2pp | 28.86%-14.9pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $647 | $4,109-84.3% | $4,738-86.4% | $4,291-84.9% |
| Admin fee / account holder | $20,620 | $1,676+1130.3% | $8,961+130.1% | $1,588+1198.1% |