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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 | $50,689 | $121,719-58.4% | $210,053-75.9% | $116,462-56.5% |
| Participation rate | 59.3% | 76.0%-16.7pp | 80.8%-21.5pp | 74.7%-15.4pp |
| Annual return | 7.30% | 14.29%-7.0pp | 232.76%-225.5pp | 15.65%-8.4pp |
| Employer contribution / active EE | $0 | $2,386-100.0% | $4,521-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $1,618 | $3,917-58.7% | $4,238-61.8% | $3,836-57.8% |
| Admin fee / account holder | $4,089 | $13,730-70.2% | $16,990-75.9% | $12,754-67.9% |