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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 | $11,021 | $88,672-87.6% | $105,223-89.5% | $82,448-86.6% |
| Participation rate | 11.4% | 67.9%-56.6pp | 75.0%-63.7pp | 68.1%-56.7pp |
| Annual return | 11.95% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $407 | $4,036-89.9% | $5,072-92.0% | $4,139-90.2% |
| Admin fee / account holder | $15,031 | $7,146+110.3% | $8,859+69.7% | $7,234+107.8% |