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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 | $3,530 | $86,919-95.9% | $102,457-96.6% | $80,911-95.6% |
| Participation rate | 46.7% | 72.4%-25.7pp | 76.5%-29.8pp | 67.6%-21.0pp |
| Annual return | 0.32% | 18.90%-18.6pp | 29.41%-29.1pp | 35.63%-35.3pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,034 | $4,119-74.9% | $5,054-79.5% | $4,297-75.9% |
| Admin fee / account holder | $5,500 | $8,049-31.7% | $9,451-41.8% | $6,935-20.7% |