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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 | $26,329 | $83,485-68.5% | $125,180-79.0% | $72,983-63.9% |
| Participation rate | 16.9% | 73.3%-56.4pp | 79.8%-62.8pp | 69.5%-52.5pp |
| Annual return | 7.01% | 25.78%-18.8pp | 43.79%-36.8pp | 81.01%-74.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $424 | $3,586-88.2% | $4,937-91.4% | $3,608-88.2% |
| Admin fee / account holder | $32,680 | $5,518+492.3% | $9,703+236.8% | $5,124+537.8% |