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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 | $11,939 | $69,977-82.9% | $108,582-89.0% | $62,881-81.0% |
| Participation rate | 37.1% | 72.9%-35.8pp | 79.6%-42.4pp | 69.3%-32.2pp |
| Annual return | 3.68% | 10.73%-7.0pp | -51.70%+55.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $600 | $3,165-81.1% | $4,311-86.1% | $3,203-81.3% |
| Admin fee / account holder | $1,730 | $5,076-65.9% | $7,645-77.4% | $4,296-59.7% |