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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 | $19,647 | $73,940-73.4% | $96,496-79.6% | $75,173-73.9% |
| Participation rate | 20.6% | 66.4%-45.8pp | 74.3%-53.8pp | 67.2%-46.6pp |
| Annual return | 9.51% | 26.71%-17.2pp | 35.70%-26.2pp | 160.65%-151.1pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $3,738-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,395 | $3,659-61.9% | $4,879-71.4% | $4,126-66.2% |
| Admin fee / account holder | $2,224 | $5,216-57.4% | $6,731-67.0% | $5,651-60.6% |