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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 | $13,158 | $110,212-88.1% | $96,534-86.4% | $139,466-90.6% |
| Participation rate | 54.5% | 78.1%-23.6pp | 76.0%-21.4pp | 80.3%-25.8pp |
| Annual return | 4.52% | 26.42%-21.9pp | 25.88%-21.4pp | 373.66%-369.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,518 | $5,547-72.6% | $4,851-68.7% | $6,712-77.4% |
| Admin fee / account holder | $37,970 | $11,599+227.4% | $8,253+360.1% | $11,409+232.8% |