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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 | $10,818 | $73,955-85.4% | $96,520-88.8% | $75,181-85.6% |
| Participation rate | 2.4% | 66.4%-64.0pp | 74.3%-71.9pp | 67.2%-64.8pp |
| Annual return | 11.99% | 26.72%-14.7pp | 35.72%-23.7pp | 160.69%-148.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $95 | $3,659-97.4% | $4,879-98.0% | $4,126-97.7% |
| Admin fee / account holder | $6,021 | $5,217+15.4% | $6,733-10.6% | $5,650+6.6% |