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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 | $80,983-76.5% | $96,544-80.3% | $75,177-74.7% |
| Participation rate | 30.8% | 71.8%-41.0pp | 76.0%-45.2pp | 67.2%-36.4pp |
| Annual return | 11.14% | 27.05%-15.9pp | 25.88%-14.7pp | 160.75%-149.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $823 | $3,929-79.1% | $4,851-83.0% | $4,126-80.1% |
| Admin fee / account holder | $301 | $6,717-95.5% | $8,254-96.4% | $5,651-94.7% |