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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 | $17,076 | $73,532-76.8% | $178,540-90.4% | $74,459-77.1% |
| Participation rate | 16.8% | 66.6%-49.8pp | 77.1%-60.3pp | 67.2%-50.4pp |
| Annual return | 8.72% | 17.51%-8.8pp | 27.15%-18.4pp | 1369.70%-1361.0pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,953-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $604 | $4,519-86.6% | $6,281-90.4% | $4,350-86.1% |
| Admin fee / account holder | $557 | $1,813-69.3% | $10,424-94.7% | $1,945-71.4% |