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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 | $8,077 | $53,841-85.0% | $75,731-89.3% | $85,851-90.6% |
| Participation rate | 55.2% | 69.0%-13.9pp | 74.8%-19.7pp | 69.3%-14.1pp |
| Annual return | 12.24% | 24.54%-12.3pp | 104.65%-92.4pp | 318.63%-306.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $353 | $2,895-87.8% | $3,820-90.8% | $3,952-91.1% |
| Admin fee / account holder | $320 | $3,340-90.4% | $3,620-91.2% | $6,261-94.9% |