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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 | $9,092 | $72,269-87.4% | $101,271-91.0% | $79,852-88.6% |
| Participation rate | 52.0% | 68.5%-16.5pp | 75.8%-23.8pp | 69.6%-17.6pp |
| Annual return | 5.22% | 22.29%-17.1pp | 46.48%-41.3pp | 31.72%-26.5pp |
| Employer contribution / active EE | $2,190 | $2,692-18.6% | $3,660-40.2% | $2,471-11.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,799 | $4,401+99.9% | $5,948+47.9% | $5,306+65.8% |