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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 | $21,089 | $71,526-70.5% | $98,450-78.6% | $71,495-70.5% |
| Participation rate | 26.5% | 72.7%-46.2pp | 75.2%-48.7pp | 67.9%-41.4pp |
| Annual return | 9.31% | 32.42%-23.1pp | 21.16%-11.9pp | 28.85%-19.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,049-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,166 | $4,110-71.6% | $4,739-75.4% | $4,291-72.8% |
| Admin fee / account holder | $11,999 | $1,675+616.3% | $8,961+33.9% | $1,588+655.7% |