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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 | $19,024 | $81,403-76.6% | $147,027-87.1% | $87,485-78.3% |
| Participation rate | 64.0% | 63.4%+0.6pp | 73.7%-9.7pp | 68.9%-4.9pp |
| Annual return | 10.34% | 16.51%-6.2pp | 20.23%-9.9pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $254 | $3,315-92.3% | $4,933-94.9% | $4,274-94.1% |
| Admin fee / account holder | $6,339 | $6,755-6.2% | $12,223-48.1% | $7,775-18.5% |