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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 | $64,010-68.5% | $108,359-81.4% | $64,340-68.6% |
| Participation rate | 15.3% | 49.4%-34.1pp | 70.1%-54.8pp | 55.2%-40.0pp |
| Annual return | 11.48% | 19.74%-8.3pp | 36.89%-25.4pp | 24.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $648 | $2,395-72.9% | $4,137-84.3% | $2,980-78.2% |
| Admin fee / account holder | $8,621 | $4,885+76.5% | $9,741-11.5% | $3,703+132.9% |