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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 | $6,159 | $91,198-93.2% | $178,503-96.5% | $79,856-92.3% |
| Participation rate | 11.5% | 69.2%-57.7pp | 81.9%-70.4pp | 69.6%-58.1pp |
| Annual return | 7.15% | 24.20%-17.1pp | 151.12%-144.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $66 | $3,237-98.0% | $5,202-98.7% | $3,741-98.2% |
| Admin fee / account holder | $5,559 | $6,748-17.6% | $13,987-60.3% | $5,306+4.8% |