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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 | $19,526 | $105,284-81.5% | $150,734-87.0% | $94,015-79.2% |
| Participation rate | 59.6% | 71.7%-12.1pp | 78.4%-18.8pp | 70.8%-11.2pp |
| Annual return | 6.16% | 15.67%-9.5pp | 600.81%-594.6pp | 17.84%-11.7pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,293 | $4,274-69.7% | $5,610-77.0% | $4,249-69.6% |
| Admin fee / account holder | $4,019 | $9,839-59.2% | $14,905-73.0% | $8,951-55.1% |