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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 | $20,023 | $82,979-75.9% | $102,412-80.4% | $77,736-74.2% |
| Participation rate | 2.1% | 71.5%-69.4pp | 74.5%-72.4pp | 70.6%-68.5pp |
| Annual return | 11.13% | 19.11%-8.0pp | 24.94%-13.8pp | 31.26%-20.1pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,870-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $137 | $4,109-96.7% | $5,060-97.3% | $4,651-97.0% |
| Admin fee / account holder | $1,713 | $639+168.2% | $8,388-79.6% | $433+295.3% |