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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 | $8,533 | $60,349-85.9% | $74,184-88.5% | $62,881-86.4% |
| Participation rate | 64.9% | 72.7%-7.9pp | 76.6%-11.8pp | 69.3%-4.4pp |
| Annual return | 2.10% | 21.38%-19.3pp | 17.74%-15.6pp | 20.14%-18.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $532 | $2,856-81.4% | $3,550-85.0% | $3,203-83.4% |
| Admin fee / account holder | $961 | $4,261-77.5% | $5,586-82.8% | $4,296-77.6% |