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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 | $14,452 | $80,763-82.1% | $102,412-85.9% | $74,459-80.6% |
| Participation rate | 19.5% | 65.7%-46.2pp | 74.5%-55.0pp | 67.2%-47.7pp |
| Annual return | 10.80% | 27.57%-16.8pp | 24.94%-14.1pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,055 | $3,862-72.7% | $5,060-79.2% | $4,350-75.8% |
| Admin fee / account holder | $5,142 | $2,371+116.8% | $8,388-38.7% | $1,945+164.4% |