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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 | $12,267 | $47,944-74.4% | $67,834-81.9% | $62,881-80.5% |
| Participation rate | 47.2% | 61.1%-13.8pp | 68.8%-21.6pp | 69.3%-22.1pp |
| Annual return | 1.24% | 11.77%-10.5pp | 138.47%-137.2pp | 20.14%-18.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $378 | $2,247-83.2% | $3,160-88.0% | $3,203-88.2% |
| Admin fee / account holder | $3,434 | $3,712-7.5% | $4,622-25.7% | $4,296-20.1% |