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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 | $83,898-78.2% | $133,346-86.3% | $94,015-80.6% |
| Participation rate | 42.6% | 63.4%-20.8pp | 72.8%-30.3pp | 70.8%-28.3pp |
| Annual return | 7.58% | 16.00%-8.4pp | 36.85%-29.3pp | 17.84%-10.3pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $551 | $3,245-83.0% | $4,332-87.3% | $4,249-87.0% |
| Admin fee / account holder | $3,118 | $7,809-60.1% | $14,264-78.1% | $8,951-65.2% |