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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 | $13,153 | $78,197-83.2% | $98,090-86.6% | $82,637-84.1% |
| Participation rate | 41.2% | 77.5%-36.3pp | 81.5%-40.4pp | 68.1%-26.9pp |
| Annual return | 5.77% | 40.25%-34.5pp | 37.05%-31.3pp | 53.51%-47.7pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,492 | $6,636-77.5% | $7,845-81.0% | $4,126-63.8% |
| Admin fee / account holder | $3,778 | $14,832-74.5% | $11,815-68.0% | $7,339-48.5% |