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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 | $14,546 | $81,487-82.1% | $102,412-85.8% | $80,935-82.0% |
| Participation rate | 20.0% | 66.8%-46.8pp | 74.5%-54.5pp | 67.7%-47.7pp |
| Annual return | 10.32% | 25.60%-15.3pp | 24.94%-14.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $972 | $3,871-74.9% | $5,060-80.8% | $4,299-77.4% |
| Admin fee / account holder | $3,138 | $6,717-53.3% | $8,388-62.6% | $6,924-54.7% |