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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 | $19,799 | $60,349-67.2% | $74,184-73.3% | $62,881-68.5% |
| Participation rate | 35.8% | 72.7%-36.9pp | 76.6%-40.8pp | 69.3%-33.5pp |
| Annual return | 2.06% | 21.38%-19.3pp | 17.74%-15.7pp | 20.14%-18.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $773 | $2,856-72.9% | $3,550-78.2% | $3,203-75.9% |
| Admin fee / account holder | $7,476 | $4,261+75.5% | $5,586+33.8% | $4,296+74.0% |