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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 | $17,258 | $102,385-83.1% | $147,080-88.3% | $80,935-78.7% |
| Participation rate | 38.7% | 75.9%-37.2pp | 82.2%-43.5pp | 67.7%-29.0pp |
| Annual return | 10.38% | 135.09%-124.7pp | 420.17%-409.8pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,130 | $3,717-69.6% | $4,933-77.1% | $2,757-59.0% |
| Participant deferral / active EE | $1,508 | $6,651-77.3% | $8,066-81.3% | $4,299-64.9% |
| Admin fee / account holder | $2,098 | $7,951-73.6% | $12,989-83.8% | $6,924-69.7% |