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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 | $18,284 | $73,787-75.2% | $98,716-81.5% | $82,448-77.8% |
| Participation rate | 42.6% | 61.4%-18.9pp | 69.3%-26.7pp | 68.1%-25.5pp |
| Annual return | 7.58% | 18.57%-11.0pp | 31.81%-24.2pp | 41.64%-34.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $551 | $3,081-82.1% | $4,048-86.4% | $4,139-86.7% |
| Admin fee / account holder | $3,118 | $6,500-52.0% | $8,703-64.2% | $7,234-56.9% |