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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 | $4,375 | $106,524-95.9% | $152,301-97.1% | $87,485-95.0% |
| Participation rate | 17.4% | 75.8%-58.4pp | 82.4%-65.1pp | 68.9%-51.5pp |
| Annual return | 9.82% | 26.89%-17.1pp | 80.50%-70.7pp | 26.06%-16.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $410 | $6,525-93.7% | $8,004-94.9% | $4,274-90.4% |
| Admin fee / account holder | $2,438 | $8,287-70.6% | $14,398-83.1% | $7,775-68.6% |