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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 | $16,274 | $76,696-78.8% | $96,515-83.1% | $71,511-77.2% |
| Participation rate | 2.7% | 66.6%-63.9pp | 74.3%-71.7pp | 67.9%-65.3pp |
| Annual return | 10.71% | 48.32%-37.6pp | 35.73%-25.0pp | 28.86%-18.1pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $17 | $3,770-99.6% | $4,880-99.7% | $4,291-99.6% |
| Admin fee / account holder | $26,149 | $2,030+1188.2% | $6,735+288.2% | $1,588+1546.2% |