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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 | $22,834 | $105,284-78.3% | $150,734-84.9% | $94,015-75.7% |
| Participation rate | 37.8% | 71.7%-33.9pp | 78.4%-40.6pp | 70.8%-33.0pp |
| Annual return | 3.92% | 15.67%-11.8pp | 600.81%-596.9pp | 17.84%-13.9pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,175 | $4,274-72.5% | $5,610-79.1% | $4,249-72.3% |
| Admin fee / account holder | $25,305 | $9,839+157.2% | $14,905+69.8% | $8,951+182.7% |