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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 | $8,269 | $57,541-85.6% | $95,740-91.4% | $75,173-89.0% |
| Participation rate | 16.2% | 62.5%-46.3pp | 72.3%-56.1pp | 67.2%-51.0pp |
| Annual return | 10.85% | 34.93%-24.1pp | 28.41%-17.6pp | 160.72%-149.9pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $483 | $3,074-84.3% | $4,244-88.6% | $4,126-88.3% |
| Admin fee / account holder | $1,803 | $4,099-56.0% | $5,676-68.2% | $5,651-68.1% |