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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 | $26,891 | $87,106-69.1% | $105,607-74.5% | $80,935-66.8% |
| Participation rate | 17.9% | 70.4%-52.6pp | 75.3%-57.4pp | 67.7%-49.8pp |
| Annual return | 8.54% | 17.01%-8.5pp | 116.11%-107.6pp | 35.66%-27.1pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $865 | $3,986-78.3% | $5,011-82.7% | $4,299-79.9% |
| Admin fee / account holder | $11,714 | $8,447+38.7% | $10,958+6.9% | $6,924+69.2% |