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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 | $8,964 | $67,894-86.8% | $89,340-90.0% | $82,448-89.1% |
| Participation rate | 46.7% | 64.0%-17.4pp | 69.6%-22.9pp | 68.1%-21.4pp |
| Annual return | 11.73% | 19.21%-7.5pp | 20.57%-8.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $614 | $3,072-80.0% | $3,823-83.9% | $4,139-85.2% |
| Admin fee / account holder | $5,650 | $5,723-1.3% | $6,704-15.7% | $7,234-21.9% |