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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 | $20,974 | $76,367-72.5% | $93,614-77.6% | $72,983-71.3% |
| Participation rate | 68.5% | 71.7%-3.2pp | 75.8%-7.3pp | 69.5%-1.0pp |
| Annual return | 4.01% | 25.82%-21.8pp | 32.76%-28.8pp | 81.01%-77.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $979 | $3,538-72.3% | $4,069-76.0% | $3,608-72.9% |
| Admin fee / account holder | $4,807 | $6,838-29.7% | $7,889-39.1% | $5,124-6.2% |