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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 | $106,524-80.5% | $152,301-86.3% | $87,485-76.2% |
| Participation rate | 34.7% | 75.8%-41.0pp | 82.4%-47.7pp | 68.9%-34.2pp |
| Annual return | 0.55% | 26.89%-26.3pp | 80.50%-79.9pp | 26.06%-25.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,404 | $6,525-63.2% | $8,004-70.0% | $4,274-43.7% |
| Admin fee / account holder | $3,276 | $8,287-60.5% | $14,398-77.2% | $7,775-57.9% |