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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 | $7,500 | $93,598-92.0% | $135,974-94.5% | $75,173-90.0% |
| Participation rate | 21.1% | 75.2%-54.1pp | 81.9%-60.9pp | 67.2%-46.2pp |
| Annual return | 12.69% | 30.89%-18.2pp | 68.30%-55.6pp | 160.72%-148.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $666 | $6,405-89.6% | $7,760-91.4% | $4,126-83.9% |
| Admin fee / account holder | $1,420 | $6,978-79.7% | $10,767-86.8% | $5,651-74.9% |