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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 | $7,537 | $58,895-87.2% | $178,503-95.8% | $73,497-89.7% |
| Participation rate | 13.0% | 66.2%-53.2pp | 81.9%-68.9pp | 70.7%-57.6pp |
| Annual return | 5.62% | 24.86%-19.2pp | 151.12%-145.5pp | 28.51%-22.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $632 | $2,567-75.4% | $5,202-87.8% | $3,740-83.1% |
| Admin fee / account holder | $2,360 | $400+489.5% | $13,987-83.1% | $513+360.0% |