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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 | $19,050 | $86,949-78.1% | $102,460-81.4% | $80,959-76.5% |
| Participation rate | 64.9% | 72.4%-7.5pp | 76.5%-11.6pp | 67.7%-2.8pp |
| Annual return | 9.65% | 18.89%-9.2pp | 29.47%-19.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $533 | $4,121-87.1% | $5,056-89.5% | $4,300-87.6% |
| Admin fee / account holder | $5,663 | $8,048-29.6% | $9,460-40.1% | $6,925-18.2% |