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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 | $5,811 | $75,541-92.3% | $152,093-96.2% | $82,637-93.0% |
| Participation rate | 5.1% | 66.5%-61.4pp | 77.8%-72.6pp | 68.1%-62.9pp |
| Annual return | 7.27% | 32.56%-25.3pp | 66.36%-59.1pp | 53.51%-46.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $86 | $3,206-97.3% | $5,451-98.4% | $4,126-97.9% |
| Admin fee / account holder | $10,242 | $6,405+59.9% | $14,497-29.4% | $7,339+39.6% |