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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 | $6,103 | $211,288-97.1% | $178,540-96.6% | $145,884-95.8% |
| Participation rate | 23.1% | 80.8%-57.7pp | 77.1%-54.0pp | 80.3%-57.2pp |
| Annual return | 1.02% | 30.27%-29.3pp | 27.15%-26.1pp | 551.85%-550.8pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,051 | $6,967-84.9% | $6,281-83.3% | $6,690-84.3% |
| Admin fee / account holder | $6,104 | $12,105-49.6% | $10,424-41.4% | $13,392-54.4% |