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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 | $8,506 | $67,411-87.4% | $91,004-90.7% | $70,126-87.9% |
| Participation rate | 58.0% | 71.4%-13.4pp | 75.6%-17.6pp | 69.5%-11.6pp |
| Annual return | 5.51% | -40.16%+45.7pp | 4.60%+0.9pp | 73.15%-67.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $376 | $2,823-86.7% | $3,548-89.4% | $3,332-88.7% |
| Admin fee / account holder | $1,750 | $4,236-58.7% | $5,417-67.7% | $4,645-62.3% |