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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 | $18,351 | $60,349-69.6% | $74,184-75.3% | $62,881-70.8% |
| Participation rate | 38.1% | 72.7%-34.6pp | 76.6%-38.5pp | 69.3%-31.2pp |
| Annual return | 3.70% | 21.38%-17.7pp | 17.74%-14.0pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $476 | $2,856-83.3% | $3,550-86.6% | $3,203-85.1% |
| Admin fee / account holder | $7,213 | $4,261+69.3% | $5,586+29.1% | $4,296+67.9% |