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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 | $99,875-80.6% | $146,866-86.8% | $86,983-77.8% |
| Participation rate | 53.8% | 75.8%-22.0pp | 82.5%-28.7pp | 69.5%-15.7pp |
| Annual return | 10.80% | 28.10%-17.3pp | 102.85%-92.1pp | 25.83%-15.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,954 | $6,322-69.1% | $7,759-74.8% | $4,194-53.4% |
| Admin fee / account holder | $2,433 | $7,838-69.0% | $13,620-82.1% | $7,856-69.0% |