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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 | $20,348 | $142,426-85.7% | $115,167-82.3% | $152,909-86.7% |
| Participation rate | 20.0% | 82.4%-62.4pp | 75.9%-55.9pp | 82.5%-62.5pp |
| Annual return | 1.06% | 41.48%-40.4pp | 35.60%-34.5pp | 345.46%-344.4pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $524 | $5,165-89.9% | $4,169-87.4% | $5,851-91.0% |
| Admin fee / account holder | $680 | $8,464-92.0% | $7,089-90.4% | $11,601-94.1% |