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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 | $882 | $57,140-98.5% | $85,240-99.0% | $80,959-98.9% |
| Participation rate | 53.5% | 56.4%-2.9pp | 67.5%-14.0pp | 67.7%-14.2pp |
| Annual return | 8.44% | 21.71%-13.3pp | 66.75%-58.3pp | 35.67%-27.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $155 | $3,115-95.0% | $4,527-96.6% | $4,300-96.4% |
| Admin fee / account holder | $833 | $4,992-83.3% | $6,165-86.5% | $6,925-88.0% |