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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 | $15,995 | $101,752-84.3% | $164,928-90.3% | $80,911-80.2% |
| Participation rate | 31.5% | 71.8%-40.3pp | 78.6%-47.1pp | 67.6%-36.1pp |
| Annual return | 9.86% | 16.73%-6.9pp | 70.08%-60.2pp | 35.63%-25.8pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,370 | $4,477-69.4% | $6,034-77.3% | $4,297-68.1% |
| Admin fee / account holder | $2,328 | $8,218-71.7% | $12,684-81.6% | $6,935-66.4% |