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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 | $7,120 | $56,894-87.5% | $84,753-91.6% | $62,881-88.7% |
| Participation rate | 48.8% | 68.5%-19.7pp | 76.6%-27.8pp | 69.3%-20.5pp |
| Annual return | -1.06% | 6.30%-7.4pp | 22.78%-23.8pp | 20.14%-21.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $610 | $2,709-77.5% | $3,712-83.6% | $3,203-81.0% |
| Admin fee / account holder | $1,316 | $3,581-63.2% | $5,333-75.3% | $4,296-69.4% |