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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 | $3,810 | $72,471-94.7% | $94,215-96.0% | $86,983-95.6% |
| Participation rate | 51.4% | 63.9%-12.5pp | 70.0%-18.6pp | 69.5%-18.2pp |
| Annual return | 7.71% | 26.44%-18.7pp | 28.22%-20.5pp | 25.83%-18.1pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $289 | $3,397-91.5% | $4,276-93.2% | $4,194-93.1% |
| Admin fee / account holder | $1,684 | $6,468-74.0% | $10,216-83.5% | $7,856-78.6% |