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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 | $10,677 | $49,025-78.2% | $87,502-87.8% | $62,881-83.0% |
| Participation rate | 40.0% | 64.9%-24.9pp | 73.8%-33.8pp | 69.3%-29.3pp |
| Annual return | 2.50% | 10.02%-7.5pp | 12.21%-9.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $525 | $2,289-77.1% | $3,149-83.3% | $3,203-83.6% |
| Admin fee / account holder | $8,939 | $4,065+119.9% | $4,221+111.8% | $4,296+108.1% |