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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 | $12,448 | $51,466-75.8% | $78,778-84.2% | $62,293-80.0% |
| Participation rate | 8.6% | 59.8%-51.2pp | 69.2%-60.6pp | 69.5%-60.9pp |
| Annual return | 11.03% | 19.96%-8.9pp | 35.62%-24.6pp | 28.90%-17.9pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $195 | $2,147-90.9% | $2,958-93.4% | $3,169-93.8% |
| Admin fee / account holder | $2,118 | $489+332.9% | $5,134-58.7% | $479+341.9% |