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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 | $22,631 | $78,707-71.2% | $117,861-80.8% | $70,126-67.7% |
| Participation rate | 22.9% | 73.2%-50.3pp | 79.7%-56.8pp | 69.5%-46.7pp |
| Annual return | 4.44% | 23.30%-18.9pp | 335.11%-330.7pp | 73.15%-68.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $605 | $3,297-81.7% | $4,482-86.5% | $3,332-81.8% |
| Admin fee / account holder | $16,344 | $5,066+222.7% | $8,021+103.8% | $4,645+251.8% |