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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 | $4,375 | $106,749-95.9% | $145,433-97.0% | $82,448-94.7% |
| Participation rate | 17.4% | 75.6%-58.3pp | 82.1%-64.7pp | 68.1%-50.7pp |
| Annual return | 9.82% | 27.59%-17.8pp | 66.58%-56.8pp | 41.64%-31.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $410 | $6,519-93.7% | $7,897-94.8% | $4,139-90.1% |
| Admin fee / account holder | $2,438 | $8,390-70.9% | $13,129-81.4% | $7,234-66.3% |