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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 | $19,702 | $86,940-77.3% | $102,434-80.8% | $80,935-75.7% |
| Participation rate | 7.1% | 72.4%-65.2pp | 76.5%-69.4pp | 67.7%-60.5pp |
| Annual return | 7.71% | 18.89%-11.2pp | 29.46%-21.7pp | 35.66%-27.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $413 | $4,121-90.0% | $5,055-91.8% | $4,299-90.4% |
| Admin fee / account holder | $266,363 | $8,047+3210.1% | $9,462+2715.1% | $6,924+3746.7% |