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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 | $26,881 | $94,031-71.4% | $115,768-76.8% | $82,448-67.4% |
| Participation rate | 29.0% | 70.4%-41.4pp | 74.4%-45.4pp | 68.1%-39.0pp |
| Annual return | 7.10% | 20.61%-13.5pp | 100.46%-93.4pp | 41.64%-34.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $817 | $3,972-79.4% | $4,917-83.4% | $4,139-80.3% |
| Admin fee / account holder | $23,601 | $10,249+130.3% | $12,439+89.7% | $7,234+226.2% |