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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 | $4,779 | $48,053-90.1% | $84,637-94.4% | $72,976-93.5% |
| Participation rate | 7.7% | 57.6%-49.9pp | 68.2%-60.5pp | 69.5%-61.8pp |
| Annual return | 12.76% | 37.39%-24.6pp | 258.82%-246.1pp | 81.02%-68.3pp |
| Employer contribution / active EE | $387 | $1,602-75.8% | $2,653-85.4% | $2,440-84.1% |
| Participant deferral / active EE | $193 | $2,681-92.8% | $3,900-95.1% | $3,608-94.7% |
| Admin fee / account holder | $33,393 | $3,395+883.5% | $4,914+579.5% | $5,124+551.7% |