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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 | $12,184 | $84,236-85.5% | $170,435-92.9% | $70,126-82.6% |
| Participation rate | 42.3% | 70.8%-28.5pp | 83.6%-41.3pp | 69.5%-27.2pp |
| Annual return | 10.57% | 23.06%-12.5pp | 205.94%-195.4pp | 73.15%-62.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $693 | $3,086-77.6% | $4,939-86.0% | $3,332-79.2% |
| Admin fee / account holder | $881 | $5,698-84.5% | $13,881-93.7% | $4,645-81.0% |