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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 | $9,399 | $43,749-78.5% | $158,223-94.1% | $65,306-85.6% |
| Participation rate | 7.9% | 56.9%-49.0pp | 79.2%-71.3pp | 57.7%-49.8pp |
| Annual return | 5.20% | 19.41%-14.2pp | 52.09%-46.9pp | 21.94%-16.7pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $358 | $2,019-82.3% | $5,467-93.5% | $2,959-87.9% |
| Admin fee / account holder | $6,210 | $1,930+221.8% | $16,047-61.3% | $3,480+78.5% |