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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 | $5 | $108,825-100.0% | $156,181-100.0% | $82,448-100.0% |
| Participation rate | 20.6% | 72.4%-51.8pp | 78.8%-58.2pp | 68.1%-47.5pp |
| Annual return | 6.65% | 20.59%-13.9pp | 64.87%-58.2pp | 41.64%-35.0pp |
| Employer contribution / active EE | $982 | $2,870-65.8% | $4,294-77.1% | $2,551-61.5% |
| Participant deferral / active EE | $1,379 | $4,577-69.9% | $6,132-77.5% | $4,139-66.7% |
| Admin fee / account holder | $302,966 | $9,341+3143.5% | $14,586+1977.1% | $7,234+4087.9% |