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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 | $12,584 | $54,245-76.8% | $93,727-86.6% | $77,762-83.8% |
| Participation rate | 7.3% | 63.9%-56.6pp | 68.7%-61.4pp | 70.6%-63.3pp |
| Annual return | 7.51% | 30.58%-23.1pp | 133.83%-126.3pp | 31.27%-23.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $155 | $3,144-95.1% | $4,417-96.5% | $4,651-96.7% |
| Admin fee / account holder | $2,016 | $575+250.4% | $8,292-75.7% | $433+365.8% |