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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 | $22,748 | $95,404-76.2% | $113,397-79.9% | $82,637-72.5% |
| Participation rate | 55.3% | 72.8%-17.5pp | 76.5%-21.2pp | 68.1%-12.7pp |
| Annual return | 8.62% | 19.08%-10.5pp | 23.20%-14.6pp | 53.51%-44.9pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $154 | $4,220-96.3% | $5,076-97.0% | $4,126-96.3% |
| Admin fee / account holder | $1,423 | $9,168-84.5% | $11,957-88.1% | $7,339-80.6% |