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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 | $9,498 | $69,515-86.3% | $86,868-89.1% | $85,856-88.9% |
| Participation rate | 56.3% | 66.3%-10.1pp | 71.6%-15.4pp | 69.3%-13.1pp |
| Annual return | 2.05% | 20.12%-18.1pp | 63.53%-61.5pp | 318.58%-316.5pp |
| Employer contribution / active EE | $1,618 | $1,880-14.0% | $2,496-35.2% | $2,565-36.9% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $383 | $5,972-93.6% | $5,829-93.4% | $6,261-93.9% |