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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 | $14,658 | $56,054-73.9% | $171,082-91.4% | $62,881-76.7% |
| Participation rate | 6.5% | 62.9%-56.4pp | 76.7%-70.2pp | 69.3%-62.9pp |
| Annual return | 2.81% | 22.52%-19.7pp | 32.56%-29.7pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $722 | $3,158-77.1% | $4,797-85.0% | $3,203-77.5% |
| Admin fee / account holder | $109,345 | $3,647+2898.4% | $8,520+1183.4% | $4,296+2445.4% |