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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 | $4,772 | $73,978-93.5% | $96,515-95.1% | $75,173-93.7% |
| Participation rate | 7.4% | 66.4%-59.0pp | 74.3%-66.9pp | 67.2%-59.8pp |
| Annual return | 6.06% | 26.72%-20.7pp | 35.73%-29.7pp | 160.72%-154.7pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $525 | $3,660-85.7% | $4,880-89.2% | $4,126-87.3% |
| Admin fee / account holder | $22,017 | $5,219+321.9% | $6,735+226.9% | $5,651+289.6% |