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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 | $20,174 | $65,246-69.1% | $98,716-79.6% | $67,986-70.3% |
| Participation rate | 15.3% | 51.4%-36.2pp | 69.3%-54.0pp | 57.2%-41.9pp |
| Annual return | 11.48% | 20.58%-9.1pp | 31.81%-20.3pp | 31.67%-20.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $648 | $2,594-75.0% | $4,048-84.0% | $3,358-80.7% |
| Admin fee / account holder | $8,621 | $4,561+89.0% | $8,703-0.9% | $3,203+169.2% |