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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 | $18,272 | $70,486-74.1% | $100,535-81.8% | $79,856-77.1% |
| Participation rate | 50.0% | 73.6%-23.6pp | 79.4%-29.4pp | 69.6%-19.6pp |
| Annual return | 12.26% | 21.90%-9.6pp | 30.90%-18.6pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $649 | $5,182-87.5% | $6,271-89.6% | $3,741-82.6% |
| Admin fee / account holder | $6,757 | $4,480+50.8% | $8,085-16.4% | $5,306+27.3% |