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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 | $20,874 | $102,385-79.6% | $147,080-85.8% | $80,935-74.2% |
| Participation rate | 14.3% | 75.9%-61.6pp | 82.2%-67.9pp | 67.7%-53.4pp |
| Annual return | 9.14% | 135.09%-125.9pp | 420.17%-411.0pp | 35.66%-26.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $67 | $6,651-99.0% | $8,066-99.2% | $4,299-98.4% |
| Admin fee / account holder | $2,134 | $7,951-73.2% | $12,989-83.6% | $6,924-69.2% |