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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 | $7,987 | $54,541-85.4% | $78,778-89.9% | $70,126-88.6% |
| Participation rate | 52.8% | 60.8%-8.0pp | 69.2%-16.4pp | 69.5%-16.8pp |
| Annual return | 7.32% | 21.07%-13.8pp | 35.62%-28.3pp | 73.15%-65.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $171 | $2,210-92.3% | $2,958-94.2% | $3,332-94.9% |
| Admin fee / account holder | $4,854 | $3,709+30.9% | $5,134-5.4% | $4,645+4.5% |