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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 | $36,632 | $123,793-70.4% | $177,840-79.4% | $79,852-54.1% |
| Participation rate | 44.3% | 84.7%-40.3pp | 87.7%-43.4pp | 69.6%-25.3pp |
| Annual return | 9.43% | 22.82%-13.4pp | 48.32%-38.9pp | 31.72%-22.3pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,236 | $5,956-79.3% | $7,714-84.0% | $3,740-67.0% |
| Admin fee / account holder | $2,628 | $7,243-63.7% | $12,431-78.9% | $5,306-50.5% |