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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 | $12,075 | $63,949-81.1% | $129,031-90.6% | $94,015-87.2% |
| Participation rate | 8.5% | 63.4%-54.9pp | 73.4%-64.8pp | 70.8%-62.3pp |
| Annual return | 4.94% | 17.56%-12.6pp | 34.67%-29.7pp | 17.84%-12.9pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1 | $3,686-100.0% | $5,217-100.0% | $4,249-100.0% |
| Admin fee / account holder | $12,553 | $5,523+127.3% | $13,208-5.0% | $8,951+40.2% |