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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 | $19,948 | $81,476-75.5% | $102,383-80.5% | $80,925-75.3% |
| Participation rate | 3.1% | 66.8%-63.7pp | 74.5%-71.4pp | 67.7%-64.5pp |
| Annual return | 6.60% | 25.59%-19.0pp | 24.94%-18.3pp | 35.65%-29.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $379 | $3,871-90.2% | $5,060-92.5% | $4,299-91.2% |
| Admin fee / account holder | $1,853 | $6,717-72.4% | $8,391-77.9% | $6,940-73.3% |