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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 | $16,120 | $56,894-71.7% | $84,753-81.0% | $62,881-74.4% |
| Participation rate | 55.9% | 68.5%-12.7pp | 76.6%-20.7pp | 69.3%-13.4pp |
| Annual return | 4.16% | 6.30%-2.1pp | 22.78%-18.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $626 | $2,709-76.9% | $3,712-83.1% | $3,203-80.5% |
| Admin fee / account holder | $2,113 | $3,581-41.0% | $5,333-60.4% | $4,296-50.8% |