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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 | $13,122 | $72,486-81.9% | $87,103-84.9% | $72,976-82.0% |
| Participation rate | 46.7% | 72.8%-26.1pp | 76.9%-30.2pp | 69.5%-22.8pp |
| Annual return | 8.13% | 24.46%-16.3pp | 28.19%-20.1pp | 81.02%-72.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $854 | $3,270-73.9% | $4,049-78.9% | $3,608-76.3% |
| Admin fee / account holder | $3,742 | $5,055-26.0% | $7,491-50.0% | $5,124-27.0% |