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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 | $5,250 | $63,082-91.7% | $81,726-93.6% | $79,856-93.4% |
| Participation rate | 22.7% | 67.5%-44.8pp | 72.0%-49.3pp | 69.6%-46.9pp |
| Annual return | 8.60% | 22.66%-14.1pp | 29.49%-20.9pp | 31.71%-23.1pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $218 | $2,780-92.2% | $7,108-96.9% | $3,741-94.2% |
| Admin fee / account holder | $1,901 | $4,428-57.1% | $5,160-63.2% | $5,306-64.2% |