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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 | $18,935 | $48,364-60.8% | $71,796-73.6% | $62,881-69.9% |
| Participation rate | 15.0% | 60.6%-45.6pp | 69.1%-54.1pp | 69.3%-54.3pp |
| Annual return | 1.54% | 13.16%-11.6pp | 78.04%-76.5pp | 20.14%-18.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $433 | $2,091-79.3% | $2,794-84.5% | $3,203-86.5% |
| Admin fee / account holder | $11,534 | $3,771+205.8% | $4,815+139.5% | $4,296+168.5% |