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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 | $76,834-76.2% | $108,359-83.1% | $87,485-79.1% |
| Participation rate | 42.6% | 61.7%-19.2pp | 70.1%-27.6pp | 68.9%-26.4pp |
| Annual return | 7.58% | 19.09%-11.5pp | 36.89%-29.3pp | 26.06%-18.5pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $551 | $3,100-82.2% | $4,137-86.7% | $4,274-87.1% |
| Admin fee / account holder | $3,118 | $6,537-52.3% | $9,741-68.0% | $7,775-59.9% |