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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 | $7,053 | $77,901-90.9% | $149,717-95.3% | $75,181-90.6% |
| Participation rate | 13.7% | 65.6%-51.9pp | 78.8%-65.0pp | 67.2%-53.5pp |
| Annual return | 10.79% | 31.73%-20.9pp | 134.41%-123.6pp | 160.69%-149.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $742 | $3,411-78.2% | $5,682-86.9% | $4,126-82.0% |
| Admin fee / account holder | $5,023 | $5,949-15.6% | $13,213-62.0% | $5,650-11.1% |