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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 | $27,023 | $125,797-78.5% | $170,028-84.1% | $75,181-64.1% |
| Participation rate | 55.3% | 83.6%-28.3pp | 87.0%-31.7pp | 67.2%-11.9pp |
| Annual return | 11.59% | 27.20%-15.6pp | 53.39%-41.8pp | 160.69%-149.1pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,788-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $420 | $6,838-93.9% | $10,409-96.0% | $4,126-89.8% |
| Admin fee / account holder | $6,770 | $8,177-17.2% | $12,820-47.2% | $5,650+19.8% |