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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 | $28,271 | $83,369-66.1% | $105,223-73.1% | $67,986-58.4% |
| Participation rate | 11.8% | 56.3%-44.5pp | 75.0%-63.3pp | 57.2%-45.4pp |
| Annual return | 12.31% | 24.64%-12.3pp | 180.65%-168.3pp | 31.67%-19.4pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,112 | $3,295-66.3% | $5,072-78.1% | $3,358-66.9% |
| Admin fee / account holder | $8,796 | $4,073+116.0% | $8,859-0.7% | $3,203+174.6% |