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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 | $11,583 | $41,377-72.0% | $109,313-89.4% | $62,881-81.6% |
| Participation rate | 30.2% | 57.5%-27.3pp | 71.3%-41.1pp | 69.3%-39.1pp |
| Annual return | 3.30% | 11.05%-7.7pp | 22.07%-18.8pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $715 | $2,045-65.0% | $3,166-77.4% | $3,203-77.7% |
| Admin fee / account holder | $3,514 | $2,884+21.9% | $5,666-38.0% | $4,296-18.2% |