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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 | $16,166 | $80,992-80.0% | $96,534-83.3% | $75,173-78.5% |
| Participation rate | 14.0% | 71.8%-57.8pp | 76.0%-62.0pp | 67.2%-53.3pp |
| Annual return | 7.00% | 27.05%-20.0pp | 25.88%-18.9pp | 160.72%-153.7pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $131 | $3,929-96.7% | $4,851-97.3% | $4,126-96.8% |
| Admin fee / account holder | $20,355 | $6,717+203.0% | $8,253+146.6% | $5,651+260.2% |