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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 | $9,046 | $102,422-91.2% | $147,117-93.9% | $80,959-88.8% |
| Participation rate | 48.1% | 75.9%-27.7pp | 82.2%-34.0pp | 67.7%-19.5pp |
| Annual return | 5.86% | 135.16%-129.3pp | 420.54%-414.7pp | 35.67%-29.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,127 | $6,652-68.0% | $8,065-73.6% | $4,300-50.5% |
| Admin fee / account holder | $5,481 | $7,953-31.1% | $12,993-57.8% | $6,925-20.9% |