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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 | $27,268 | $94,031-71.0% | $115,768-76.4% | $82,448-66.9% |
| Participation rate | 23.8% | 70.4%-46.6pp | 74.4%-50.6pp | 68.1%-44.3pp |
| Annual return | 11.58% | 20.61%-9.0pp | 100.46%-88.9pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $283 | $3,972-92.9% | $4,917-94.3% | $4,139-93.2% |
| Admin fee / account holder | $50,904 | $10,249+396.7% | $12,439+309.2% | $7,234+603.6% |