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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 | $38,852 | $151,314-74.3% | $258,236-85.0% | $122,131-68.2% |
| Participation rate | 59.3% | 73.9%-14.6pp | 81.9%-22.6pp | 75.1%-15.8pp |
| Annual return | 10.67% | 15.82%-5.1pp | -3.31%+14.0pp | 16.17%-5.5pp |
| Employer contribution / active EE | $0 | $5,035-100.0% | $7,891-100.0% | $3,608-100.0% |
| Participant deferral / active EE | $1,548 | $4,073-62.0% | $5,237-70.4% | $3,892-60.2% |
| Admin fee / account holder | $5,660 | $10,152-44.2% | $14,475-60.9% | $11,586-51.1% |