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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 | $19,326 | $106,749-81.9% | $145,433-86.7% | $82,448-76.6% |
| Participation rate | 53.8% | 75.6%-21.8pp | 82.1%-28.3pp | 68.1%-14.2pp |
| Annual return | 10.80% | 27.59%-16.8pp | 66.58%-55.8pp | 41.64%-30.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,954 | $6,519-70.0% | $7,897-75.3% | $4,139-52.8% |
| Admin fee / account holder | $2,433 | $8,390-71.0% | $13,129-81.5% | $7,234-66.4% |