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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 | $7,997 | $43,075-81.4% | $74,577-89.3% | $62,881-87.3% |
| Participation rate | 16.9% | 58.1%-41.1pp | 68.1%-51.2pp | 69.3%-52.4pp |
| Annual return | 3.34% | 17.50%-14.2pp | 20.47%-17.1pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $41 | $2,389-98.3% | $3,458-98.8% | $3,203-98.7% |
| Admin fee / account holder | $2,408 | $2,840-15.2% | $4,138-41.8% | $4,296-43.9% |