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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 | $22,121 | $80,992-72.7% | $96,534-77.1% | $75,173-70.6% |
| Participation rate | 45.7% | 71.8%-26.1pp | 76.0%-30.3pp | 67.2%-21.5pp |
| Annual return | 9.23% | 27.05%-17.8pp | 25.88%-16.6pp | 160.72%-151.5pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,276 | $3,929-67.5% | $4,851-73.7% | $4,126-69.1% |
| Admin fee / account holder | $7,168 | $6,717+6.7% | $8,253-13.2% | $5,651+26.9% |