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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 | $95,404-78.0% | $113,397-81.5% | $82,637-74.6% |
| Participation rate | 64.5% | 72.8%-8.3pp | 76.5%-12.0pp | 68.1%-3.5pp |
| Annual return | 9.63% | 19.08%-9.4pp | 23.20%-13.6pp | 53.51%-43.9pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $477 | $4,220-88.7% | $5,076-90.6% | $4,126-88.4% |
| Admin fee / account holder | $3,696 | $9,168-59.7% | $11,957-69.1% | $7,339-49.6% |