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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 | $14,758 | $52,580-71.9% | $71,671-79.4% | $70,126-79.0% |
| Participation rate | 13.3% | 60.9%-47.5pp | 68.7%-55.4pp | 69.5%-56.2pp |
| Annual return | 10.51% | 20.25%-9.7pp | 20.65%-10.1pp | 73.15%-62.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $290 | $2,386-87.8% | $3,438-91.6% | $3,332-91.3% |
| Admin fee / account holder | $7,639 | $3,653+109.1% | $5,558+37.4% | $4,645+64.4% |