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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 | $18,099 | $66,764-72.9% | $88,497-79.5% | $62,881-71.2% |
| Participation rate | 67.1% | 77.3%-10.1pp | 82.4%-15.3pp | 69.3%-2.2pp |
| Annual return | 1.99% | 10.37%-8.4pp | 7.63%-5.6pp | 20.14%-18.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $4,036-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,365 | $3,976-65.7% | $4,899-72.1% | $3,203-57.4% |
| Admin fee / account holder | $511 | $4,668-89.1% | $6,220-91.8% | $4,296-88.1% |