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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 | $9,870 | $111,814-91.2% | $103,374-90.5% | $145,959-93.2% |
| Participation rate | 17.6% | 77.9%-60.3pp | 74.5%-56.9pp | 80.3%-62.6pp |
| Annual return | 1.37% | 24.77%-23.4pp | 24.89%-23.5pp | 561.95%-560.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $444 | $5,618-92.1% | $5,058-91.2% | $6,689-93.4% |
| Admin fee / account holder | $6,287 | $9,754-35.5% | $8,394-25.1% | $13,398-53.1% |