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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 | $31,345 | $114,712-72.7% | $173,730-82.0% | $87,485-64.2% |
| Participation rate | 65.9% | 73.0%-7.1pp | 79.6%-13.7pp | 68.9%-3.1pp |
| Annual return | 10.07% | 20.18%-10.1pp | 19.96%-9.9pp | 26.06%-16.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,773 | $4,642-61.8% | $6,326-72.0% | $4,274-58.5% |
| Admin fee / account holder | $7,861 | $10,210-23.0% | $17,523-55.1% | $7,775+1.1% |