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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 | $84,953-86.5% | $163,379-93.0% | $82,637-86.1% |
| Participation rate | 5.7% | 65.9%-60.3pp | 76.8%-71.2pp | 68.1%-62.4pp |
| Annual return | 6.20% | 23.07%-16.9pp | 63.41%-57.2pp | 53.51%-47.3pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $553 | $4,326-87.2% | $6,282-91.2% | $4,126-86.6% |
| Admin fee / account holder | $12,762 | $7,921+61.1% | $9,818+30.0% | $7,339+73.9% |