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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 | $25,991 | $95,404-72.8% | $113,397-77.1% | $82,637-68.5% |
| Participation rate | 61.8% | 72.8%-11.1pp | 76.5%-14.7pp | 68.1%-6.3pp |
| Annual return | 2.63% | 19.08%-16.5pp | 23.20%-20.6pp | 53.51%-50.9pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $697 | $4,220-83.5% | $5,076-86.3% | $4,126-83.1% |
| Admin fee / account holder | $5,930 | $9,168-35.3% | $11,957-50.4% | $7,339-19.2% |