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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 | $20,958 | $83,061-74.8% | $126,068-83.4% | $94,015-77.7% |
| Participation rate | 42.6% | 81.2%-38.6pp | 84.7%-42.1pp | 70.8%-28.2pp |
| Annual return | 10.80% | 20.41%-9.6pp | 15.01%-4.2pp | 17.84%-7.0pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,014 | $7,042-85.6% | $8,214-87.7% | $4,249-76.1% |
| Admin fee / account holder | $8,313 | $7,208+15.3% | $18,264-54.5% | $8,951-7.1% |