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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 | $4,176 | $77,896-94.6% | $134,172-96.9% | $82,448-94.9% |
| Participation rate | 46.6% | 62.8%-16.2pp | 72.5%-25.9pp | 68.1%-21.5pp |
| Annual return | 12.10% | 18.21%-6.1pp | 25.30%-13.2pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $323 | $3,162-89.8% | $4,690-93.1% | $4,139-92.2% |
| Admin fee / account holder | $1,117 | $6,336-82.4% | $12,016-90.7% | $7,234-84.6% |