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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 | $13,157 | $99,633-86.8% | $183,328-92.8% | $82,448-84.0% |
| Participation rate | 12.8% | 70.8%-57.9pp | 77.3%-64.5pp | 68.1%-55.2pp |
| Annual return | 5.75% | 17.84%-12.1pp | 29.67%-23.9pp | 41.64%-35.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,055-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $224 | $4,938-95.5% | $6,795-96.7% | $4,139-94.6% |
| Admin fee / account holder | $31,464 | $9,934+216.7% | $21,427+46.8% | $7,234+334.9% |