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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 | $16,364 | $77,962-79.0% | $178,540-90.8% | $80,935-79.8% |
| Participation rate | 64.8% | 65.7%-0.9pp | 77.1%-12.3pp | 67.7%-2.9pp |
| Annual return | 6.98% | 18.10%-11.1pp | 27.15%-20.2pp | 35.66%-28.7pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,252 | $4,404-71.6% | $6,281-80.1% | $4,299-70.9% |
| Admin fee / account holder | $4,593 | $7,156-35.8% | $10,424-55.9% | $6,924-33.7% |