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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 | $26,330 | $80,983-67.5% | $96,544-72.7% | $75,177-65.0% |
| Participation rate | 52.9% | 71.8%-18.8pp | 76.0%-23.0pp | 67.2%-14.3pp |
| Annual return | 12.06% | 27.05%-15.0pp | 25.88%-13.8pp | 160.75%-148.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $689 | $3,929-82.5% | $4,851-85.8% | $4,126-83.3% |
| Admin fee / account holder | $5,535 | $6,717-17.6% | $8,254-32.9% | $5,651-2.1% |