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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 | $31,140 | $125,797-75.2% | $170,057-81.7% | $75,177-58.6% |
| Participation rate | 55.6% | 83.6%-28.0pp | 87.0%-31.5pp | 67.2%-11.6pp |
| Annual return | 12.00% | 27.20%-15.2pp | 53.42%-41.4pp | 160.75%-148.7pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,546 | $6,838-62.8% | $10,411-75.5% | $4,126-38.3% |
| Admin fee / account holder | $2,999 | $8,177-63.3% | $12,826-76.6% | $5,651-46.9% |