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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 | $6,506 | $138,386-95.3% | $184,260-96.5% | $80,935-92.0% |
| Participation rate | 31.7% | 83.9%-52.1pp | 86.8%-55.1pp | 67.7%-35.9pp |
| Annual return | 7.23% | 20.02%-12.8pp | 28.84%-21.6pp | 35.66%-28.4pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,084 | $7,076-84.7% | $9,133-88.1% | $4,299-74.8% |
| Admin fee / account holder | $5,940 | $10,489-43.4% | $13,898-57.3% | $6,924-14.2% |