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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 | $11,070 | $54,573-79.7% | $90,970-87.8% | $73,497-84.9% |
| Participation rate | 17.1% | 61.2%-44.1pp | 69.0%-52.0pp | 70.7%-53.6pp |
| Annual return | 10.11% | 16.69%-6.6pp | 134.60%-124.5pp | 28.51%-18.4pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $450 | $2,517-82.1% | $3,373-86.7% | $3,740-88.0% |
| Admin fee / account holder | $5,458 | $521+946.6% | $5,961-8.4% | $513+963.7% |