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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 | $21,302 | $91,474-76.7% | $135,982-84.3% | $71,529-70.2% |
| Participation rate | 11.3% | 75.7%-64.4pp | 81.9%-70.7pp | 67.9%-56.7pp |
| Annual return | 15.48% | 29.89%-14.4pp | 68.32%-52.8pp | 28.97%-13.5pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,060 | $7,095-85.1% | $7,760-86.3% | $4,291-75.3% |
| Admin fee / account holder | $4,002 | $1,267+215.8% | $10,767-62.8% | $1,588+151.9% |