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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 | $11,456 | $91,086-87.4% | $203,872-94.4% | $86,983-86.8% |
| Participation rate | 5.7% | 65.8%-60.2pp | 77.8%-72.1pp | 69.5%-63.9pp |
| Annual return | 6.20% | 22.30%-16.1pp | 85.11%-78.9pp | 25.83%-19.6pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $553 | $4,019-86.2% | $6,388-91.3% | $4,194-86.8% |
| Admin fee / account holder | $12,762 | $8,987+42.0% | $11,730+8.8% | $7,856+62.4% |