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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 | $36,259 | $104,098-65.2% | $140,514-74.2% | $94,015-61.4% |
| Participation rate | 37.1% | 73.7%-36.6pp | 77.8%-40.7pp | 70.8%-33.7pp |
| Annual return | 8.31% | 15.14%-6.8pp | 14.36%-6.0pp | 17.84%-9.5pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $491 | $4,033-87.8% | $4,919-90.0% | $4,249-88.4% |
| Admin fee / account holder | $2,911 | $10,439-72.1% | $13,697-78.7% | $8,951-67.5% |