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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 | $9,080 | $81,358-88.8% | $155,556-94.2% | $80,959-88.8% |
| Participation rate | 10.8% | 66.3%-55.5pp | 78.2%-67.4pp | 67.7%-56.9pp |
| Annual return | 9.40% | 33.39%-24.0pp | 64.84%-55.4pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $212 | $3,455-93.9% | $5,631-96.2% | $4,300-95.1% |
| Admin fee / account holder | $560 | $7,994-93.0% | $15,885-96.5% | $6,925-91.9% |