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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 | $13,469 | $70,475-80.9% | $100,530-86.6% | $79,858-83.1% |
| Participation rate | 25.9% | 73.7%-47.7pp | 79.4%-53.5pp | 69.6%-43.7pp |
| Annual return | 4.56% | 21.90%-17.3pp | 30.89%-26.3pp | 31.72%-27.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $572 | $5,181-89.0% | $6,271-90.9% | $3,740-84.7% |
| Admin fee / account holder | $25,309 | $4,478+465.1% | $8,083+213.1% | $5,306+377.0% |