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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 | $26,010 | $87,132-70.1% | $105,624-75.4% | $80,959-67.9% |
| Participation rate | 35.5% | 70.4%-34.9pp | 75.3%-39.8pp | 67.7%-32.2pp |
| Annual return | 7.48% | 17.03%-9.6pp | 116.20%-108.7pp | 35.67%-28.2pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,032 | $3,985-74.1% | $5,013-79.4% | $4,300-76.0% |
| Admin fee / account holder | $1,181 | $8,449-86.0% | $10,961-89.2% | $6,925-83.0% |