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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 | $23,899 | $95,453-75.0% | $112,040-78.7% | $82,448-71.0% |
| Participation rate | 65.1% | 72.8%-7.6pp | 76.5%-11.4pp | 68.1%-3.0pp |
| Annual return | 7.51% | 23.92%-16.4pp | 24.52%-17.0pp | 41.64%-34.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $321 | $4,224-92.4% | $5,098-93.7% | $4,139-92.2% |
| Admin fee / account holder | $2,214 | $9,013-75.4% | $12,098-81.7% | $7,234-69.4% |