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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 | $16,230 | $80,781-79.9% | $102,437-84.2% | $74,478-78.2% |
| Participation rate | 9.9% | 65.7%-55.8pp | 74.5%-64.6pp | 67.2%-57.3pp |
| Annual return | 1.76% | 27.58%-25.8pp | 24.95%-23.2pp | 1370.56%-1368.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $620 | $3,862-84.0% | $5,060-87.8% | $4,350-85.8% |
| Admin fee / account holder | $3,625 | $2,372+52.8% | $8,388-56.8% | $1,946+86.3% |