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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 | $25,702 | $109,359-76.5% | $162,177-84.2% | $72,975-64.8% |
| Participation rate | 16.4% | 84.3%-67.8pp | 87.6%-71.1pp | 69.5%-53.1pp |
| Annual return | 16.41% | 25.46%-9.0pp | 115.60%-99.2pp | 81.01%-64.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,760 | $5,481-67.9% | $7,297-75.9% | $3,608-51.2% |
| Admin fee / account holder | $2,473 | $7,972-69.0% | $10,843-77.2% | $5,124-51.7% |