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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 | $7,285 | $76,551-90.5% | $123,894-94.1% | $62,881-88.4% |
| Participation rate | 8.3% | 73.0%-64.6pp | 81.4%-73.1pp | 69.3%-61.0pp |
| Annual return | 5.62% | 18.68%-13.1pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $557 | $4,840-88.5% | $5,984-90.7% | $3,203-82.6% |
| Admin fee / account holder | $2,918 | $4,826-39.5% | $8,357-65.1% | $4,296-32.1% |