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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 | $9,663 | $98,240-90.2% | $82,312-88.3% | $147,586-93.5% |
| Participation rate | 22.2% | 79.7%-57.5pp | 76.9%-54.7pp | 82.8%-60.6pp |
| Annual return | 4.90% | 30.85%-26.0pp | 25.88%-21.0pp | 578.59%-573.7pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $236 | $4,383-94.6% | $3,706-93.6% | $5,439-95.7% |
| Admin fee / account holder | $2,308 | $8,563-73.0% | $5,608-58.8% | $10,886-78.8% |