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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 | $15,444 | $72,027-78.6% | $185,835-91.7% | $79,852-80.7% |
| Participation rate | 15.4% | 65.8%-50.4pp | 78.0%-62.7pp | 69.6%-54.3pp |
| Annual return | 8.24% | 23.13%-14.9pp | 35.96%-27.7pp | 31.72%-23.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $225 | $3,780-94.0% | $5,633-96.0% | $3,740-94.0% |
| Admin fee / account holder | $5,251 | $4,513+16.4% | $9,502-44.7% | $5,306-1.0% |