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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 | $25,879 | $80,983-68.0% | $96,544-73.2% | $75,177-65.6% |
| Participation rate | 35.9% | 71.8%-35.9pp | 76.0%-40.0pp | 67.2%-31.3pp |
| Annual return | 12.49% | 27.05%-14.6pp | 25.88%-13.4pp | 160.75%-148.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $748 | $3,929-81.0% | $4,851-84.6% | $4,126-81.9% |
| Admin fee / account holder | $1,671 | $6,717-75.1% | $8,254-79.8% | $5,651-70.4% |