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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 | $10,189 | $81,446-87.5% | $103,374-90.1% | $80,874-87.4% |
| Participation rate | 26.9% | 66.9%-39.9pp | 74.5%-47.6pp | 67.6%-40.7pp |
| Annual return | 7.13% | 25.57%-18.4pp | 24.89%-17.8pp | 35.62%-28.5pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $165 | $3,870-95.7% | $5,058-96.7% | $4,297-96.2% |
| Admin fee / account holder | $10,302 | $6,715+53.4% | $8,394+22.7% | $6,935+48.5% |