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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 | $10,216 | $72,027-85.8% | $185,835-94.5% | $79,852-87.2% |
| Participation rate | 13.5% | 65.8%-52.3pp | 78.0%-64.6pp | 69.6%-56.2pp |
| Annual return | 10.97% | 23.13%-12.2pp | 35.96%-25.0pp | 31.72%-20.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $331 | $3,780-91.3% | $5,633-94.1% | $3,740-91.2% |
| Admin fee / account holder | $658 | $4,513-85.4% | $9,502-93.1% | $5,306-87.6% |