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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 | $14,067 | $106,749-86.8% | $145,433-90.3% | $82,448-82.9% |
| Participation rate | 3.4% | 75.6%-72.2pp | 82.1%-78.7pp | 68.1%-64.6pp |
| Annual return | 10.76% | 27.59%-16.8pp | 66.58%-55.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,038 | $3,444-69.9% | $4,554-77.2% | $2,551-59.3% |
| Participant deferral / active EE | $1,910 | $6,519-70.7% | $7,897-75.8% | $4,139-53.8% |
| Admin fee / account holder | $218,322 | $8,390+2502.2% | $13,129+1562.9% | $7,234+2917.8% |