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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 | $15,012 | $69,444-78.4% | $92,985-83.9% | $87,485-82.8% |
| Participation rate | 19.2% | 63.3%-44.1pp | 69.5%-50.3pp | 68.9%-49.7pp |
| Annual return | 12.42% | 23.85%-11.4pp | 27.99%-15.6pp | 26.06%-13.6pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $644 | $3,364-80.9% | $4,377-85.3% | $4,274-84.9% |
| Admin fee / account holder | $6,400 | $6,137+4.3% | $9,463-32.4% | $7,775-17.7% |