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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 | $14,093 | $88,672-84.1% | $105,223-86.6% | $82,448-82.9% |
| Participation rate | 31.0% | 67.9%-37.0pp | 75.0%-44.1pp | 68.1%-37.1pp |
| Annual return | 4.34% | 30.86%-26.5pp | 180.65%-176.3pp | 41.64%-37.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $932 | $4,036-76.9% | $5,072-81.6% | $4,139-77.5% |
| Admin fee / account holder | $512 | $7,146-92.8% | $8,859-94.2% | $7,234-92.9% |