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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 | $11,890 | $91,179-87.0% | $178,499-93.3% | $79,852-85.1% |
| Participation rate | 18.8% | 69.2%-50.5pp | 81.9%-63.2pp | 69.6%-50.9pp |
| Annual return | 8.54% | 24.19%-15.7pp | 151.10%-142.6pp | 31.72%-23.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $885 | $3,236-72.7% | $5,202-83.0% | $3,740-76.3% |
| Admin fee / account holder | $3,931 | $6,749-41.7% | $13,986-71.9% | $5,306-25.9% |