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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 | $3,089 | $57,119-94.6% | $85,187-96.4% | $80,935-96.2% |
| Participation rate | 23.3% | 56.4%-33.1pp | 67.5%-44.2pp | 67.7%-44.3pp |
| Annual return | 9.57% | 21.70%-12.1pp | 66.67%-57.1pp | 35.66%-26.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $504 | $3,115-83.8% | $4,525-88.9% | $4,299-88.3% |
| Admin fee / account holder | $2,129 | $4,990-57.3% | $6,162-65.4% | $6,924-69.3% |