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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 | $11,193 | $117,904-90.5% | $102,457-89.1% | $145,978-92.3% |
| Participation rate | 26.3% | 78.6%-52.3pp | 76.5%-50.2pp | 80.3%-54.0pp |
| Annual return | 0.63% | 31.80%-31.2pp | 29.41%-28.8pp | 550.52%-549.9pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $744 | $5,733-87.0% | $5,054-85.3% | $6,690-88.9% |
| Admin fee / account holder | $3,525 | $13,329-73.6% | $9,451-62.7% | $13,400-73.7% |