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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 | $12,868 | $86,938-85.2% | $102,423-87.4% | $80,925-84.1% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.6pp | 67.7%-24.8pp |
| Annual return | 9.95% | 18.89%-8.9pp | 29.42%-19.5pp | 35.65%-25.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $740 | $4,120-82.0% | $5,054-85.3% | $4,299-82.8% |
| Admin fee / account holder | $722 | $8,053-91.0% | $9,455-92.4% | $6,940-89.6% |