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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 | $19,361 | $65,027-70.2% | $90,970-78.7% | $79,852-75.8% |
| Participation rate | 24.7% | 61.6%-36.9pp | 69.0%-44.3pp | 69.6%-44.9pp |
| Annual return | 8.24% | 30.45%-22.2pp | 134.58%-126.3pp | 31.72%-23.5pp |
| Employer contribution / active EE | $296 | $1,247-76.3% | $2,122-86.1% | $2,471-88.0% |
| Participant deferral / active EE | $721 | $2,512-71.3% | $3,373-78.6% | $3,740-80.7% |
| Admin fee / account holder | $14,209 | $4,535+213.3% | $5,960+138.4% | $5,306+167.8% |