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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 | $9,047 | $52,279-82.7% | $89,400-89.9% | $79,858-88.7% |
| Participation rate | 7.1% | 57.5%-50.4pp | 68.0%-60.8pp | 69.6%-62.5pp |
| Annual return | 4.61% | 22.16%-17.5pp | 245.64%-241.0pp | 31.72%-27.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $185 | $2,740-93.2% | $3,890-95.2% | $3,740-95.0% |
| Admin fee / account holder | $3,945 | $3,356+17.5% | $4,882-19.2% | $5,306-25.6% |