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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 | $15,270 | $76,551-80.1% | $123,894-87.7% | $62,881-75.7% |
| Participation rate | 15.4% | 73.0%-57.6pp | 81.4%-66.0pp | 69.3%-53.9pp |
| Annual return | 5.16% | 18.68%-13.5pp | 47.52%-42.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,919 | $4,840-60.4% | $5,984-67.9% | $3,203-40.1% |
| Admin fee / account holder | $6,552 | $4,826+35.8% | $8,357-21.6% | $4,296+52.5% |