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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 | $12,048 | $88,672-86.4% | $105,223-88.6% | $82,448-85.4% |
| Participation rate | 3.8% | 67.9%-64.1pp | 75.0%-71.2pp | 68.1%-64.2pp |
| Annual return | 5.26% | 30.86%-25.6pp | 180.65%-175.4pp | 41.64%-36.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $330 | $4,036-91.8% | $5,072-93.5% | $4,139-92.0% |
| Admin fee / account holder | $15,479 | $7,146+116.6% | $8,859+74.7% | $7,234+114.0% |