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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 | $9,188 | $78,015-88.2% | $178,505-94.9% | $80,959-88.7% |
| Participation rate | 2.0% | 65.7%-63.7pp | 77.1%-75.2pp | 67.7%-65.7pp |
| Annual return | 6.11% | 18.10%-12.0pp | 27.16%-21.0pp | 35.67%-29.6pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $100 | $4,406-97.7% | $6,280-98.4% | $4,300-97.7% |
| Admin fee / account holder | $5,830 | $7,160-18.6% | $10,428-44.1% | $6,925-15.8% |