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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 | $12,338 | $51,708-76.1% | $106,619-88.4% | $62,881-80.4% |
| Participation rate | 36.1% | 66.9%-30.7pp | 78.0%-41.9pp | 69.3%-33.2pp |
| Annual return | 2.25% | 4.69%-2.4pp | 9.42%-7.2pp | 20.14%-17.9pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $691 | $2,315-70.2% | $3,930-82.4% | $3,203-78.4% |
| Admin fee / account holder | $1,682 | $3,349-49.8% | $6,418-73.8% | $4,296-60.8% |