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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 | $8,385 | $59,839-86.0% | $81,991-89.8% | $79,852-89.5% |
| Participation rate | 28.6% | 61.6%-33.0pp | 69.3%-40.7pp | 69.6%-41.1pp |
| Annual return | 8.13% | 17.56%-9.4pp | 41.31%-33.2pp | 31.72%-23.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $824 | $2,695-69.4% | $3,722-77.9% | $3,740-78.0% |
| Admin fee / account holder | $4,364 | $4,287+1.8% | $5,665-23.0% | $5,306-17.8% |