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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 | $17,663 | $80,985-78.2% | $96,576-81.7% | $75,181-76.5% |
| Participation rate | 35.0% | 71.8%-36.8pp | 76.0%-41.0pp | 67.2%-32.2pp |
| Annual return | 11.95% | 27.05%-15.1pp | 25.87%-13.9pp | 160.69%-148.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $569 | $3,929-85.5% | $4,851-88.3% | $4,126-86.2% |
| Admin fee / account holder | $3,769 | $6,719-43.9% | $8,253-54.3% | $5,650-33.3% |