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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 | $10,405 | $81,487-87.2% | $102,412-89.8% | $80,935-87.1% |
| Participation rate | 3.2% | 66.8%-63.7pp | 74.5%-71.3pp | 67.7%-64.5pp |
| Annual return | 3.97% | 25.60%-21.6pp | 24.94%-21.0pp | 35.66%-31.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $255 | $3,871-93.4% | $5,060-95.0% | $4,299-94.1% |
| Admin fee / account holder | $6,450 | $6,717-4.0% | $8,388-23.1% | $6,924-6.9% |