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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 | $25,680 | $125,797-79.6% | $170,057-84.9% | $75,177-65.8% |
| Participation rate | 37.1% | 83.6%-46.5pp | 87.0%-49.9pp | 67.2%-30.1pp |
| Annual return | 13.01% | 27.20%-14.2pp | 53.42%-40.4pp | 160.75%-147.7pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $833 | $6,838-87.8% | $10,411-92.0% | $4,126-79.8% |
| Admin fee / account holder | $375 | $8,177-95.4% | $12,826-97.1% | $5,651-93.4% |