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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 | $11,499 | $65,041-82.3% | $90,965-87.4% | $79,858-85.6% |
| Participation rate | 10.5% | 61.6%-51.1pp | 69.0%-58.5pp | 69.6%-59.1pp |
| Annual return | 5.53% | 30.45%-24.9pp | 134.57%-129.0pp | 31.72%-26.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $198 | $2,512-92.1% | $3,373-94.1% | $3,740-94.7% |
| Admin fee / account holder | $3,130 | $4,536-31.0% | $5,960-47.5% | $5,306-41.0% |