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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 | $20,442 | $87,834-76.7% | $133,975-84.7% | $62,881-67.5% |
| Participation rate | 64.3% | 83.4%-19.1pp | 87.1%-22.8pp | 69.3%-5.0pp |
| Annual return | 4.87% | 12.05%-7.2pp | 29.29%-24.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,101 | $4,812-77.1% | $6,282-82.5% | $3,203-65.6% |
| Admin fee / account holder | $5,734 | $5,372+6.7% | $9,324-38.5% | $4,296+33.5% |