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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 | $2,569 | $73,787-96.5% | $98,716-97.4% | $82,448-96.9% |
| Participation rate | 60.8% | 61.4%-0.6pp | 69.3%-8.5pp | 68.1%-7.3pp |
| Annual return | 10.19% | 18.57%-8.4pp | 31.81%-21.6pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $47 | $3,081-98.5% | $4,048-98.8% | $4,139-98.9% |
| Admin fee / account holder | $451 | $6,500-93.1% | $8,703-94.8% | $7,234-93.8% |