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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 | $7,316 | $110,410-93.4% | $102,437-92.9% | $145,897-95.0% |
| Participation rate | 23.8% | 77.9%-54.1pp | 74.5%-50.7pp | 80.3%-56.5pp |
| Annual return | 4.95% | 24.85%-19.9pp | 24.95%-20.0pp | 552.29%-547.3pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $934 | $5,622-83.4% | $5,060-81.5% | $6,689-86.0% |
| Admin fee / account holder | $6,881 | $9,745-29.4% | $8,388-18.0% | $13,390-48.6% |