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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 | $19,331 | $91,439-78.9% | $135,974-85.8% | $71,511-73.0% |
| Participation rate | 8.6% | 75.7%-67.1pp | 81.9%-73.3pp | 67.9%-59.3pp |
| Annual return | 15.93% | 29.90%-14.0pp | 68.30%-52.4pp | 28.86%-12.9pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $715 | $7,093-89.9% | $7,760-90.8% | $4,291-83.3% |
| Admin fee / account holder | $2,802 | $1,267+121.2% | $10,767-74.0% | $1,588+76.4% |