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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 | $20,032 | $81,504-75.4% | $102,437-80.4% | $80,959-75.3% |
| Participation rate | 47.9% | 66.9%-18.9pp | 74.5%-26.6pp | 67.7%-19.7pp |
| Annual return | 10.38% | 25.60%-15.2pp | 24.95%-14.6pp | 35.67%-25.3pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,587 | $3,871-59.0% | $5,060-68.6% | $4,300-63.1% |
| Admin fee / account holder | $2,861 | $6,719-57.4% | $8,388-65.9% | $6,925-58.7% |