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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 | $4,390 | $79,955-94.5% | $98,461-95.5% | $75,173-94.2% |
| Participation rate | 38.7% | 70.4%-31.7pp | 75.2%-36.5pp | 67.2%-28.5pp |
| Annual return | 12.16% | 19.75%-7.6pp | 21.17%-9.0pp | 160.72%-148.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $919 | $3,752-75.5% | $4,738-80.6% | $4,126-77.7% |
| Admin fee / account holder | $3,799 | $6,841-44.5% | $8,961-57.6% | $5,651-32.8% |