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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 | $17,459 | $98,776-82.3% | $149,745-88.3% | $79,856-78.1% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.5%-25.3pp | 69.6%-12.5pp |
| Annual return | 9.20% | 27.38%-18.2pp | 276.72%-267.5pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $916 | $5,681-83.9% | $6,843-86.6% | $3,741-75.5% |
| Admin fee / account holder | $397 | $6,053-93.4% | $9,312-95.7% | $5,306-92.5% |