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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 | $27,412 | $80,731-66.0% | $103,374-73.5% | $74,546-63.2% |
| Participation rate | 4.8% | 65.7%-60.9pp | 74.5%-69.7pp | 67.2%-62.4pp |
| Annual return | 9.12% | 27.56%-18.4pp | 24.89%-15.8pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $0 | $3,158-100.0% | $3,869-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $137 | $3,860-96.4% | $5,058-97.3% | $4,347-96.8% |
| Admin fee / account holder | $5,117 | $2,369+116.0% | $8,394-39.0% | $1,944+163.3% |