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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 | $9,871 | $46,534-78.8% | $64,097-84.6% | $75,177-86.9% |
| Participation rate | 20.0% | 65.9%-45.9pp | 72.3%-52.3pp | 67.2%-47.2pp |
| Annual return | 9.46% | 26.07%-16.6pp | 33.75%-24.3pp | 160.75%-151.3pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $236 | $2,835-91.7% | $3,881-93.9% | $4,126-94.3% |
| Admin fee / account holder | $1,639 | $2,957-44.6% | $3,070-46.6% | $5,651-71.0% |