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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 | $8,207 | $98,766-91.7% | $149,730-94.5% | $79,852-89.7% |
| Participation rate | 28.2% | 75.8%-47.6pp | 82.5%-54.3pp | 69.6%-41.4pp |
| Annual return | 5.06% | 27.43%-22.4pp | 276.70%-271.6pp | 31.72%-26.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,753 | $5,681-69.1% | $6,843-74.4% | $3,740-53.1% |
| Admin fee / account holder | $18,643 | $6,052+208.0% | $9,310+100.2% | $5,306+251.3% |