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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 | $8,559 | $48,078-82.2% | $78,676-89.1% | $62,881-86.4% |
| Participation rate | 17.0% | 65.2%-48.2pp | 73.6%-56.5pp | 69.3%-52.3pp |
| Annual return | 3.94% | 31.36%-27.4pp | 62.19%-58.2pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $367 | $2,587-85.8% | $3,517-89.6% | $3,203-88.5% |
| Admin fee / account holder | $3,414 | $3,206+6.5% | $4,510-24.3% | $4,296-20.5% |