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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 | $8,482 | $72,272-88.3% | $101,264-91.6% | $79,858-89.4% |
| Participation rate | 34.5% | 68.5%-34.0pp | 75.8%-41.3pp | 69.6%-35.2pp |
| Annual return | 2.63% | 22.30%-19.7pp | 46.48%-43.8pp | 31.72%-29.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $90 | $3,282-97.3% | $4,370-97.9% | $3,740-97.6% |
| Admin fee / account holder | $2,603 | $4,401-40.9% | $5,947-56.2% | $5,306-50.9% |