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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 | $16,122 | $81,947-80.3% | $105,387-84.7% | $72,976-77.9% |
| Participation rate | 32.3% | 76.5%-44.3pp | 82.6%-50.3pp | 69.5%-37.2pp |
| Annual return | 15.62% | 42.90%-27.3pp | 26.82%-11.2pp | 81.02%-65.4pp |
| Employer contribution / active EE | $0 | $3,468-100.0% | $4,213-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $243 | $4,494-94.6% | $5,502-95.6% | $3,608-93.3% |
| Admin fee / account holder | $4,291 | $6,258-31.4% | $6,559-34.6% | $5,124-16.3% |