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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 | $16,428 | $65,027-74.7% | $90,970-81.9% | $79,852-79.4% |
| Participation rate | 28.8% | 61.6%-32.8pp | 69.0%-40.2pp | 69.6%-40.8pp |
| Annual return | 10.15% | 30.45%-20.3pp | 134.58%-124.4pp | 31.72%-21.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $822 | $2,512-67.3% | $3,373-75.6% | $3,740-78.0% |
| Admin fee / account holder | $3,730 | $4,535-17.8% | $5,960-37.4% | $5,306-29.7% |