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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 | $6,277 | $110,240-94.3% | $96,544-93.5% | $139,487-95.5% |
| Participation rate | 7.7% | 78.1%-70.4pp | 76.0%-68.3pp | 80.3%-72.6pp |
| Annual return | 8.61% | 26.41%-17.8pp | 25.88%-17.3pp | 373.84%-365.2pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $261 | $5,549-95.3% | $4,851-94.6% | $6,713-96.1% |
| Admin fee / account holder | $15,327 | $11,602+32.1% | $8,254+85.7% | $11,407+34.4% |