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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 | $10,232 | $71,215-85.6% | $93,696-89.1% | $80,935-87.4% |
| Participation rate | 5.3% | 60.4%-55.1pp | 68.7%-63.5pp | 67.7%-62.4pp |
| Annual return | 4.17% | 11.27%-7.1pp | 133.74%-129.6pp | 35.66%-31.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $211 | $4,037-94.8% | $4,417-95.2% | $4,299-95.1% |
| Admin fee / account holder | $11,259 | $6,958+61.8% | $8,287+35.9% | $6,924+62.6% |