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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 | $16,348 | $87,733-81.4% | $106,551-84.7% | $85,856-81.0% |
| Participation rate | 51.7% | 71.9%-20.2pp | 76.1%-24.4pp | 69.3%-17.6pp |
| Annual return | 9.99% | 21.86%-11.9pp | 26.80%-16.8pp | 318.58%-308.6pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,041 | $3,469-70.0% | $4,398-76.3% | $3,952-73.7% |
| Admin fee / account holder | $3,999 | $6,767-40.9% | $7,408-46.0% | $6,261-36.1% |