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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 | $11,347 | $73,978-84.7% | $96,515-88.2% | $75,173-84.9% |
| Participation rate | 49.3% | 66.4%-17.2pp | 74.3%-25.1pp | 67.2%-17.9pp |
| Annual return | 12.20% | 26.72%-14.5pp | 35.73%-23.5pp | 160.72%-148.5pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,458 | $3,660-60.2% | $4,880-70.1% | $4,126-64.7% |
| Admin fee / account holder | $1,084 | $5,219-79.2% | $6,735-83.9% | $5,651-80.8% |