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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 | $22,732 | $114,712-80.2% | $173,730-86.9% | $87,485-74.0% |
| Participation rate | 8.4% | 73.0%-64.6pp | 79.6%-71.1pp | 68.9%-60.5pp |
| Annual return | 10.42% | 20.18%-9.8pp | 19.96%-9.5pp | 26.06%-15.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $70 | $4,642-98.5% | $6,326-98.9% | $4,274-98.4% |
| Admin fee / account holder | $6,326 | $10,210-38.0% | $17,523-63.9% | $7,775-18.6% |