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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 | $13,495 | $87,106-84.5% | $105,607-87.2% | $80,935-83.3% |
| Participation rate | 65.4% | 70.4%-5.1pp | 75.3%-9.9pp | 67.7%-2.3pp |
| Annual return | 9.99% | 17.01%-7.0pp | 116.11%-106.1pp | 35.66%-25.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $852 | $3,986-78.6% | $5,011-83.0% | $4,299-80.2% |
| Admin fee / account holder | $2,584 | $8,447-69.4% | $10,958-76.4% | $6,924-62.7% |