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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 | $19,949 | $54,045-63.1% | $115,167-82.7% | $65,186-69.4% |
| Participation rate | 17.8% | 63.5%-45.8pp | 75.9%-58.2pp | 70.2%-52.4pp |
| Annual return | 7.33% | 26.55%-19.2pp | 35.60%-28.3pp | 29.39%-22.1pp |
| Employer contribution / active EE | $0 | $1,653-100.0% | $3,179-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $358 | $2,504-85.7% | $4,169-91.4% | $3,514-89.8% |
| Admin fee / account holder | $4,015 | $626+541.8% | $7,089-43.4% | $847+373.9% |