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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 | $2,481 | $87,166-97.2% | $76,735-96.8% | $137,256-98.2% |
| Participation rate | 14.3% | 74.4%-60.1pp | 69.5%-55.2pp | 80.0%-65.7pp |
| Annual return | 8.92% | 26.50%-17.6pp | 29.77%-20.8pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $287 | $4,726-93.9% | $4,088-93.0% | $6,407-95.5% |
| Admin fee / account holder | $1,151 | $8,403-86.3% | $7,189-84.0% | $12,270-90.6% |