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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 | $10,354 | $80,992-87.2% | $96,534-89.3% | $75,173-86.2% |
| Participation rate | 29.4% | 71.8%-42.4pp | 76.0%-46.6pp | 67.2%-37.8pp |
| Annual return | 9.41% | 27.05%-17.6pp | 25.88%-16.5pp | 160.72%-151.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $187 | $3,929-95.2% | $4,851-96.2% | $4,126-95.5% |
| Admin fee / account holder | $3,590 | $6,717-46.6% | $8,253-56.5% | $5,651-36.5% |