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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 | $20,752 | $87,733-76.3% | $106,551-80.5% | $85,856-75.8% |
| Participation rate | 38.9% | 71.9%-33.0pp | 76.1%-37.2pp | 69.3%-30.4pp |
| Annual return | 9.48% | 21.86%-12.4pp | 26.80%-17.3pp | 318.58%-309.1pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $530 | $3,469-84.7% | $4,398-88.0% | $3,952-86.6% |
| Admin fee / account holder | $1,577 | $6,767-76.7% | $7,408-78.7% | $6,261-74.8% |