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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 | $10,771 | $73,955-85.4% | $96,520-88.8% | $75,181-85.7% |
| Participation rate | 38.5% | 66.4%-28.0pp | 74.3%-35.9pp | 67.2%-28.7pp |
| Annual return | 12.20% | 26.72%-14.5pp | 35.72%-23.5pp | 160.69%-148.5pp |
| Employer contribution / active EE | $1,100 | $2,930-62.5% | $3,739-70.6% | $2,671-58.8% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,422 | $5,217-53.6% | $6,733-64.0% | $5,650-57.1% |