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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 | $23,731 | $87,106-72.8% | $105,607-77.5% | $80,935-70.7% |
| Participation rate | 67.6% | 70.4%-2.8pp | 75.3%-7.6pp | 67.7%0pp |
| Annual return | 8.69% | 17.01%-8.3pp | 116.11%-107.4pp | 35.66%-27.0pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $730 | $3,986-81.7% | $5,011-85.4% | $4,299-83.0% |
| Admin fee / account holder | $2,817 | $8,447-66.7% | $10,958-74.3% | $6,924-59.3% |