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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 | $10,256 | $73,532-86.1% | $178,505-94.3% | $74,478-86.2% |
| Participation rate | 7.4% | 66.6%-59.2pp | 77.1%-69.7pp | 67.2%-59.8pp |
| Annual return | 8.47% | 17.49%-9.0pp | 27.16%-18.7pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $269 | $4,519-94.0% | $6,280-95.7% | $4,350-93.8% |
| Admin fee / account holder | $6,085 | $1,813+235.7% | $10,428-41.6% | $1,946+212.7% |