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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 | $17,219 | $89,364-80.7% | $141,177-87.8% | $72,983-76.4% |
| Participation rate | 29.5% | 75.1%-45.6pp | 82.5%-53.0pp | 69.5%-40.0pp |
| Annual return | 16.02% | 111.86%-95.8pp | 71.40%-55.4pp | 81.01%-65.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $462 | $5,419-91.5% | $6,710-93.1% | $3,608-87.2% |
| Admin fee / account holder | $1,829 | $5,959-69.3% | $10,263-82.2% | $5,124-64.3% |