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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 | $20,805 | $106,749-80.5% | $145,433-85.7% | $82,448-74.8% |
| Participation rate | 34.7% | 75.6%-40.9pp | 82.1%-47.4pp | 68.1%-33.3pp |
| Annual return | 0.55% | 27.59%-27.0pp | 66.58%-66.0pp | 41.64%-41.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,404 | $6,519-63.1% | $7,897-69.6% | $4,139-41.9% |
| Admin fee / account holder | $3,276 | $8,390-60.9% | $13,129-75.0% | $7,234-54.7% |