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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 | $27,148 | $87,834-69.1% | $133,975-79.7% | $62,881-56.8% |
| Participation rate | 7.1% | 83.4%-76.2pp | 87.1%-79.9pp | 69.3%-62.2pp |
| Annual return | 2.30% | 12.05%-9.7pp | 29.29%-27.0pp | 20.14%-17.8pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $483 | $4,812-90.0% | $6,282-92.3% | $3,203-84.9% |
| Admin fee / account holder | $8,423 | $5,372+56.8% | $9,324-9.7% | $4,296+96.1% |