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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 | $19,580 | $101,539-80.7% | $147,041-86.7% | $74,400-73.7% |
| Participation rate | 21.7% | 75.5%-53.8pp | 82.2%-60.5pp | 67.2%-45.5pp |
| Annual return | 5.96% | 8740.84%-8734.9pp | 419.21%-413.3pp | 1367.51%-1361.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,675 | $7,304-77.1% | $8,071-79.2% | $4,348-61.5% |
| Admin fee / account holder | $6,662 | $1,749+280.9% | $13,006-48.8% | $1,944+242.8% |