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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 | $16,731 | $76,834-78.2% | $108,359-84.6% | $87,485-80.9% |
| Participation rate | 10.9% | 61.7%-50.8pp | 70.1%-59.2pp | 68.9%-58.0pp |
| Annual return | 4.09% | 19.09%-15.0pp | 36.89%-32.8pp | 26.06%-22.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $255 | $3,100-91.8% | $4,137-93.8% | $4,274-94.0% |
| Admin fee / account holder | $19,450 | $6,537+197.5% | $9,741+99.7% | $7,775+150.2% |