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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 | $6,130 | $89,370-93.1% | $141,197-95.7% | $72,976-91.6% |
| Participation rate | 10.3% | 75.1%-64.9pp | 82.5%-72.2pp | 69.5%-59.2pp |
| Annual return | 15.55% | 111.88%-96.3pp | 71.41%-55.9pp | 81.02%-65.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $395 | $5,419-92.7% | $6,710-94.1% | $3,608-89.0% |
| Admin fee / account holder | $15,302 | $5,957+156.9% | $10,265+49.1% | $5,124+198.6% |