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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 | $1,520 | $86,938-98.3% | $102,423-98.5% | $80,925-98.1% |
| Participation rate | 18.9% | 72.4%-53.5pp | 76.5%-57.6pp | 67.7%-48.7pp |
| Annual return | 4.79% | 18.89%-14.1pp | 29.42%-24.6pp | 35.65%-30.9pp |
| Employer contribution / active EE | $810 | $2,369-65.8% | $3,023-73.2% | $2,756-70.6% |
| Participant deferral / active EE | $1,588 | $4,120-61.5% | $5,054-68.6% | $4,299-63.1% |
| Admin fee / account holder | $163,276 | $8,053+1927.6% | $9,455+1627.0% | $6,940+2252.6% |