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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 | $20,528 | $154,193-86.7% | $130,045-84.2% | $139,466-85.3% |
| Participation rate | 46.2% | 82.0%-35.8pp | 78.5%-32.3pp | 80.3%-34.2pp |
| Annual return | 9.10% | 32.51%-23.4pp | -137.30%+146.4pp | 373.66%-364.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $878 | $6,709-86.9% | $5,820-84.9% | $6,712-86.9% |
| Admin fee / account holder | $302 | $13,989-97.8% | $10,600-97.1% | $11,409-97.4% |