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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 | $13,964 | $67,411-79.3% | $91,004-84.7% | $70,124-80.1% |
| Participation rate | 15.5% | 71.4%-55.8pp | 75.6%-60.1pp | 69.5%-54.0pp |
| Annual return | 11.75% | -40.16%+51.9pp | 4.60%+7.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $642 | $2,823-77.3% | $3,548-81.9% | $3,332-80.7% |
| Admin fee / account holder | $9,251 | $4,236+118.4% | $5,417+70.8% | $4,645+99.1% |