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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 | $16,536 | $78,781-79.0% | $100,528-83.6% | $73,412-77.5% |
| Participation rate | 22.8% | 80.0%-57.2pp | 79.4%-56.6pp | 72.2%-49.4pp |
| Annual return | 10.90% | 31.69%-20.8pp | 30.90%-20.0pp | 59.30%-48.4pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,419-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $437 | $6,537-93.3% | $6,271-93.0% | $3,806-88.5% |
| Admin fee / account holder | $5,938 | $145+3986.0% | $8,084-26.5% | $158+3661.1% |