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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 | $11,679 | $91,198-87.2% | $178,503-93.5% | $79,856-85.4% |
| Participation rate | 20.0% | 69.2%-49.2pp | 81.9%-61.9pp | 69.6%-49.6pp |
| Annual return | 3.50% | 24.20%-20.7pp | 151.12%-147.6pp | 31.71%-28.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $423 | $3,237-86.9% | $5,202-91.9% | $3,741-88.7% |
| Admin fee / account holder | $1,368 | $6,748-79.7% | $13,987-90.2% | $5,306-74.2% |