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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 | $20,006 | $64,909-69.2% | $82,312-75.7% | $62,293-67.9% |
| Participation rate | 40.4% | 74.9%-34.5pp | 76.9%-36.5pp | 69.5%-29.1pp |
| Annual return | 13.25% | 21.18%-7.9pp | 25.88%-12.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,387 | $3,103-55.3% | $3,706-62.6% | $3,169-56.2% |
| Admin fee / account holder | $1,818 | $440+313.5% | $5,608-67.6% | $479+279.2% |