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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 | $7,222 | $50,919-85.8% | $155,556-95.4% | $77,762-90.7% |
| Participation rate | 14.7% | 63.1%-48.4pp | 78.2%-63.5pp | 70.6%-55.9pp |
| Annual return | 8.04% | 34.84%-26.8pp | 64.84%-56.8pp | 31.27%-23.2pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $388 | $2,824-86.3% | $5,631-93.1% | $4,651-91.7% |
| Admin fee / account holder | $2,517 | $437+476.3% | $15,885-84.2% | $433+481.4% |