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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 | $97,648-72.5% | $121,663-77.9% | $87,485-69.3% |
| Participation rate | 29.0% | 70.5%-41.4pp | 74.5%-45.5pp | 68.9%-39.9pp |
| Annual return | 7.10% | 18.03%-10.9pp | 147.54%-140.4pp | 26.06%-19.0pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $817 | $3,923-79.2% | $4,887-83.3% | $4,274-80.9% |
| Admin fee / account holder | $23,601 | $11,100+112.6% | $14,289+65.2% | $7,775+203.6% |