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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 | $13,855 | $81,504-83.0% | $102,437-86.5% | $80,959-82.9% |
| Participation rate | 2.8% | 66.9%-64.1pp | 74.5%-71.7pp | 67.7%-64.9pp |
| Annual return | 3.22% | 25.60%-22.4pp | 24.95%-21.7pp | 35.67%-32.4pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $288 | $3,871-92.6% | $5,060-94.3% | $4,300-93.3% |
| Admin fee / account holder | $1,884 | $6,719-72.0% | $8,388-77.5% | $6,925-72.8% |