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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 | $12,394 | $66,459-81.4% | $81,353-84.8% | $77,736-84.1% |
| Participation rate | 0.3% | 68.7%-68.4pp | 69.5%-69.3pp | 70.6%-70.3pp |
| Annual return | 8.76% | 15.95%-7.2pp | 24.82%-16.1pp | 31.26%-22.5pp |
| Employer contribution / active EE | $0 | $2,156-100.0% | $2,464-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $7 | $3,674-99.8% | $3,885-99.8% | $4,651-99.8% |
| Admin fee / account holder | $1,566 | $585+167.7% | $5,766-72.8% | $433+261.4% |