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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 | $26,078 | $86,940-70.0% | $102,434-74.5% | $80,935-67.8% |
| Participation rate | 11.1% | 72.4%-61.3pp | 76.5%-65.4pp | 67.7%-56.6pp |
| Annual return | 3.21% | 18.89%-15.7pp | 29.46%-26.2pp | 35.66%-32.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $453 | $4,121-89.0% | $5,055-91.0% | $4,299-89.5% |
| Admin fee / account holder | $2,439 | $8,047-69.7% | $9,462-74.2% | $6,924-64.8% |