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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 | $27,400 | $87,834-68.8% | $133,975-79.5% | $62,881-56.4% |
| Participation rate | 51.9% | 83.4%-31.5pp | 87.1%-35.2pp | 69.3%-17.5pp |
| Annual return | 3.20% | 12.05%-8.9pp | 29.29%-26.1pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $123 | $4,812-97.4% | $6,282-98.0% | $3,203-96.2% |
| Admin fee / account holder | $3,821 | $5,372-28.9% | $9,324-59.0% | $4,296-11.1% |