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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 | $19,490 | $59,328-67.1% | $118,914-83.6% | $73,497-73.5% |
| Participation rate | 17.3% | 62.3%-45.0pp | 75.4%-58.1pp | 70.7%-53.4pp |
| Annual return | 5.79% | 19.13%-13.3pp | 35.89%-30.1pp | 28.51%-22.7pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,264-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $378 | $2,604-85.5% | $4,266-91.1% | $3,740-89.9% |
| Admin fee / account holder | $3,349 | $600+457.8% | $6,582-49.1% | $513+552.7% |