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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 | $15,125 | $106,749-85.8% | $145,433-89.6% | $82,448-81.7% |
| Participation rate | 19.0% | 75.6%-56.6pp | 82.1%-63.1pp | 68.1%-49.0pp |
| Annual return | 6.97% | 27.59%-20.6pp | 66.58%-59.6pp | 41.64%-34.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $487 | $6,519-92.5% | $7,897-93.8% | $4,139-88.2% |
| Admin fee / account holder | $22,210 | $8,390+164.7% | $13,129+69.2% | $7,234+207.0% |