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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 | $8,600 | $86,949-90.1% | $102,460-91.6% | $80,959-89.4% |
| Participation rate | 19.5% | 72.4%-52.8pp | 76.5%-57.0pp | 67.7%-48.1pp |
| Annual return | 9.44% | 18.89%-9.5pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $309 | $4,121-92.5% | $5,056-93.9% | $4,300-92.8% |
| Admin fee / account holder | $1,682 | $8,048-79.1% | $9,460-82.2% | $6,925-75.7% |