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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 | $21,042 | $101,795-79.3% | $165,100-87.3% | $80,959-74.0% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.7%-34.3pp |
| Annual return | 8.55% | 16.73%-8.2pp | 70.21%-61.7pp | 35.67%-27.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,711 | $4,476-61.8% | $6,035-71.6% | $4,300-60.2% |
| Admin fee / account holder | $2,834 | $8,221-65.5% | $12,696-77.7% | $6,925-59.1% |