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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 | $21,327 | $81,487-73.8% | $102,412-79.2% | $80,935-73.6% |
| Participation rate | 19.4% | 66.8%-47.4pp | 74.5%-55.1pp | 67.7%-48.2pp |
| Annual return | 9.09% | 25.60%-16.5pp | 24.94%-15.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $230 | $3,871-94.1% | $5,060-95.5% | $4,299-94.7% |
| Admin fee / account holder | $3,253 | $6,717-51.6% | $8,388-61.2% | $6,924-53.0% |