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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 | $12,575 | $52,580-76.1% | $71,671-82.5% | $70,126-82.1% |
| Participation rate | 15.0% | 60.9%-45.9pp | 68.7%-53.7pp | 69.5%-54.5pp |
| Annual return | 11.66% | 20.25%-8.6pp | 20.65%-9.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $199 | $2,386-91.7% | $3,438-94.2% | $3,332-94.0% |
| Admin fee / account holder | $1,823 | $3,653-50.1% | $5,558-67.2% | $4,645-60.8% |