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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 | $13,515 | $65,428-79.3% | $169,390-92.0% | $71,511-81.1% |
| Participation rate | 9.6% | 66.9%-57.3pp | 77.2%-67.5pp | 67.9%-58.3pp |
| Annual return | 15.03% | 21.35%-6.3pp | 406.07%-391.0pp | 28.86%-13.8pp |
| Employer contribution / active EE | $0 | $2,064-100.0% | $4,013-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $258 | $4,360-94.1% | $6,222-95.9% | $4,291-94.0% |
| Admin fee / account holder | $1,320 | $1,328-0.6% | $9,015-85.4% | $1,588-16.9% |