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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 | $9,822 | $54,541-82.0% | $78,778-87.5% | $70,126-86.0% |
| Participation rate | 23.5% | 60.8%-37.3pp | 69.2%-45.7pp | 69.5%-46.0pp |
| Annual return | 8.13% | 21.07%-12.9pp | 35.62%-27.5pp | 73.15%-65.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $201 | $2,210-90.9% | $2,958-93.2% | $3,332-94.0% |
| Admin fee / account holder | $15,260 | $3,709+311.5% | $5,134+197.2% | $4,645+228.5% |