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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 | $18,626 | $76,371-75.6% | $93,621-80.1% | $72,976-74.5% |
| Participation rate | 69.0% | 71.8%-2.8pp | 75.8%-6.9pp | 69.5%-0.5pp |
| Annual return | 5.24% | 25.82%-20.6pp | 32.76%-27.5pp | 81.02%-75.8pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,063 | $3,538-70.0% | $4,070-73.9% | $3,608-70.5% |
| Admin fee / account holder | $1,255 | $6,839-81.7% | $7,890-84.1% | $5,124-75.5% |