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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 | $37,127 | $104,098-64.3% | $140,514-73.6% | $94,015-60.5% |
| Participation rate | 20.0% | 73.7%-53.7pp | 77.8%-57.8pp | 70.8%-50.8pp |
| Annual return | 8.38% | 15.14%-6.8pp | 14.36%-6.0pp | 17.84%-9.5pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $114 | $4,033-97.2% | $4,919-97.7% | $4,249-97.3% |
| Admin fee / account holder | $12,479 | $10,439+19.5% | $13,697-8.9% | $8,951+39.4% |