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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 | $9,179 | $88,707-89.7% | $74,184-87.6% | $273,972-96.6% |
| Participation rate | 41.7% | 79.4%-37.8pp | 76.6%-35.0pp | 83.0%-41.3pp |
| Annual return | -2.46% | 11.94%-14.4pp | 17.74%-20.2pp | 41.46%-43.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $472 | $4,212-88.8% | $3,550-86.7% | $5,287-91.1% |
| Admin fee / account holder | $2,081 | $8,717-76.1% | $5,586-62.7% | $10,133-79.5% |