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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 | $19,988 | $83,485-76.1% | $125,195-84.0% | $72,976-72.6% |
| Participation rate | 52.1% | 73.3%-21.2pp | 79.8%-27.7pp | 69.5%-17.4pp |
| Annual return | 13.02% | 25.77%-12.7pp | 43.79%-30.8pp | 81.02%-68.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,038 | $3,586-71.1% | $4,937-79.0% | $3,608-71.2% |
| Admin fee / account holder | $2,921 | $5,518-47.1% | $9,704-69.9% | $5,124-43.0% |