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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 | $5,061 | $56,544-91.1% | $75,501-93.3% | $70,126-92.8% |
| Participation rate | 27.8% | 68.1%-40.3pp | 72.4%-44.6pp | 69.5%-41.8pp |
| Annual return | 10.96% | 23.59%-12.6pp | 27.35%-16.4pp | 73.15%-62.2pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $157 | $2,580-93.9% | $3,142-95.0% | $3,332-95.3% |
| Admin fee / account holder | $1,376 | $3,827-64.1% | $5,801-76.3% | $4,645-70.4% |