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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 | $16,675 | $124,336-86.6% | $111,303-85.0% | $167,518-90.0% |
| Participation rate | 46.2% | 79.6%-33.5pp | 77.3%-31.2pp | 82.1%-36.0pp |
| Annual return | 8.77% | 37.45%-28.7pp | 54.66%-45.9pp | 478.71%-469.9pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $379 | $5,181-92.7% | $4,487-91.6% | $6,342-94.0% |
| Admin fee / account holder | $1,322 | $10,623-87.6% | $7,966-83.4% | $12,312-89.3% |