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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 | $11,827 | $86,919-86.4% | $102,457-88.5% | $80,911-85.4% |
| Participation rate | 19.4% | 72.4%-52.9pp | 76.5%-57.0pp | 67.6%-48.2pp |
| Annual return | 5.56% | 18.90%-13.3pp | 29.41%-23.8pp | 35.63%-30.1pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $614 | $4,119-85.1% | $5,054-87.9% | $4,297-85.7% |
| Admin fee / account holder | $4,515 | $8,049-43.9% | $9,451-52.2% | $6,935-34.9% |