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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 | $8,902 | $60,165-85.2% | $74,184-88.0% | $55,167-83.9% |
| Participation rate | 8.9% | 74.2%-65.2pp | 76.6%-67.7pp | 69.0%-60.1pp |
| Annual return | 4.10% | 10.00%-5.9pp | 17.74%-13.6pp | 169.23%-165.1pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $120 | $2,973-95.9% | $3,550-96.6% | $3,054-96.1% |
| Admin fee / account holder | $1,263 | $419+201.2% | $5,586-77.4% | $504+150.6% |