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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 | $7,300 | $136,860-94.7% | $120,344-93.9% | $154,746-95.3% |
| Participation rate | 45.0% | 79.9%-34.9pp | 76.7%-31.7pp | 80.7%-35.7pp |
| Annual return | 8.76% | 21.38%-12.6pp | 20.30%-11.5pp | 172.34%-163.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $998 | $5,793-82.8% | $5,135-80.6% | $6,730-85.2% |
| Admin fee / account holder | $6,953 | $15,393-54.8% | $12,742-45.4% | $14,365-51.6% |