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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 | $4,932 | $94,031-94.8% | $115,768-95.7% | $82,448-94.0% |
| Participation rate | 28.9% | 70.4%-41.5pp | 74.4%-45.5pp | 68.1%-39.2pp |
| Annual return | 0.93% | 20.61%-19.7pp | 100.46%-99.5pp | 41.64%-40.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,501 | $3,972-62.2% | $4,917-69.5% | $4,139-63.7% |
| Admin fee / account holder | $10,628 | $10,249+3.7% | $12,439-14.6% | $7,234+46.9% |