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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 | $10,155 | $77,638-86.9% | $156,551-93.5% | $62,881-83.8% |
| Participation rate | 63.9% | 71.2%-7.3pp | 84.0%-20.1pp | 69.3%-5.4pp |
| Annual return | 3.25% | 50.33%-47.1pp | 32.23%-29.0pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $467 | $3,046-84.7% | $4,871-90.4% | $3,203-85.4% |
| Admin fee / account holder | $5,008 | $5,561-10.0% | $13,028-61.6% | $4,296+16.6% |