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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 | $9,338 | $45,050-79.3% | $63,018-85.2% | $70,126-86.7% |
| Participation rate | 16.3% | 69.5%-53.2pp | 74.8%-58.5pp | 69.5%-53.2pp |
| Annual return | 9.89% | 18.76%-8.9pp | 87.62%-77.7pp | 73.15%-63.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $109 | $2,466-95.6% | $3,330-96.7% | $3,332-96.7% |
| Admin fee / account holder | $3,176 | $2,834+12.1% | $3,601-11.8% | $4,645-31.6% |