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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 | $2,562 | $97,550-97.4% | $120,344-97.9% | $87,485-97.1% |
| Participation rate | 9.7% | 72.8%-63.1pp | 76.7%-67.0pp | 68.9%-59.3pp |
| Annual return | 6.00% | 18.41%-12.4pp | 20.30%-14.3pp | 26.06%-20.1pp |
| Employer contribution / active EE | $1,286 | $2,291-43.9% | $3,020-57.4% | $2,596-50.5% |
| Participant deferral / active EE | $1,085 | $4,230-74.3% | $5,135-78.9% | $4,274-74.6% |
| Admin fee / account holder | $144,651 | $9,543+1415.8% | $12,742+1035.3% | $7,775+1760.5% |