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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 | $9,725 | $65,034-85.0% | $90,970-89.3% | $79,856-87.8% |
| Participation rate | 17.6% | 61.6%-44.0pp | 69.0%-51.4pp | 69.6%-52.0pp |
| Annual return | 3.68% | 30.45%-26.8pp | 134.60%-130.9pp | 31.71%-28.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $551 | $2,512-78.1% | $3,373-83.7% | $3,741-85.3% |
| Admin fee / account holder | $1,043 | $4,536-77.0% | $5,961-82.5% | $5,306-80.3% |