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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 | $20,969 | $95,453-78.0% | $112,040-81.3% | $82,448-74.6% |
| Participation rate | 64.5% | 72.8%-8.2pp | 76.5%-12.0pp | 68.1%-3.6pp |
| Annual return | 9.63% | 23.92%-14.3pp | 24.52%-14.9pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $477 | $4,224-88.7% | $5,098-90.6% | $4,139-88.5% |
| Admin fee / account holder | $3,696 | $9,013-59.0% | $12,098-69.5% | $7,234-48.9% |