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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 | $14,795 | $79,961-81.5% | $98,462-85.0% | $75,177-80.3% |
| Participation rate | 42.1% | 70.4%-28.3pp | 75.2%-33.1pp | 67.2%-25.1pp |
| Annual return | 9.14% | 19.75%-10.6pp | 21.17%-12.0pp | 160.75%-151.6pp |
| Employer contribution / active EE | $1,899 | $2,264-16.2% | $3,049-37.7% | $2,671-28.9% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $417 | $6,842-93.9% | $8,875-95.3% | $5,651-92.6% |