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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 | $15,525 | $80,992-80.8% | $96,534-83.9% | $75,173-79.3% |
| Participation rate | 13.9% | 71.8%-57.9pp | 76.0%-62.1pp | 67.2%-53.3pp |
| Annual return | 12.31% | 27.05%-14.7pp | 25.88%-13.6pp | 160.72%-148.4pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $242 | $3,929-93.9% | $4,851-95.0% | $4,126-94.1% |
| Admin fee / account holder | $709 | $6,717-89.4% | $8,253-91.4% | $5,651-87.4% |