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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 | $11,659 | $100,901-88.4% | $75,501-84.6% | $147,586-92.1% |
| Participation rate | 27.3% | 77.1%-49.9pp | 72.4%-45.1pp | 82.8%-55.6pp |
| Annual return | 5.26% | 35.78%-30.5pp | 27.35%-22.1pp | 578.59%-573.3pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $402 | $4,027-90.0% | $3,142-87.2% | $5,439-92.6% |
| Admin fee / account holder | $11,608 | $11,285+2.9% | $5,801+100.1% | $10,886+6.6% |