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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 | $3,694 | $70,486-94.8% | $100,528-96.3% | $79,852-95.4% |
| Participation rate | 29.6% | 73.6%-44.0pp | 79.4%-49.8pp | 69.6%-40.0pp |
| Annual return | 6.89% | 21.90%-15.0pp | 30.90%-24.0pp | 31.72%-24.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $434 | $5,182-91.6% | $6,271-93.1% | $3,740-88.4% |
| Admin fee / account holder | $2,066 | $4,480-53.9% | $8,084-74.4% | $5,306-61.1% |