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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 | $21,397 | $138,393-84.5% | $184,256-88.4% | $80,959-73.6% |
| Participation rate | 5.1% | 83.9%-78.8pp | 86.8%-81.7pp | 67.7%-62.5pp |
| Annual return | 9.34% | 20.01%-10.7pp | 28.85%-19.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $629 | $7,076-91.1% | $9,133-93.1% | $4,300-85.4% |
| Admin fee / account holder | $5,565 | $10,489-46.9% | $13,899-60.0% | $6,925-19.7% |