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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 | $1,810 | $81,487-97.8% | $102,412-98.2% | $80,935-97.8% |
| Participation rate | 60.7% | 66.8%-6.1pp | 74.5%-13.8pp | 67.7%-6.9pp |
| Annual return | 1.89% | 25.60%-23.7pp | 24.94%-23.0pp | 35.66%-33.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $339 | $3,871-91.2% | $5,060-93.3% | $4,299-92.1% |
| Admin fee / account holder | $1,484 | $6,717-77.9% | $8,388-82.3% | $6,924-78.6% |