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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 | $16,695 | $80,983-79.4% | $96,544-82.7% | $75,177-77.8% |
| Participation rate | 16.7% | 71.8%-55.1pp | 76.0%-59.3pp | 67.2%-50.5pp |
| Annual return | 11.98% | 27.05%-15.1pp | 25.88%-13.9pp | 160.75%-148.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $838 | $3,929-78.7% | $4,851-82.7% | $4,126-79.7% |
| Admin fee / account holder | $1,452 | $6,717-78.4% | $8,254-82.4% | $5,651-74.3% |