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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 | $7,513 | $57,073-86.8% | $85,126-91.2% | $80,925-90.7% |
| Participation rate | 14.8% | 56.4%-41.6pp | 67.5%-52.8pp | 67.7%-52.9pp |
| Annual return | 6.45% | 21.69%-15.2pp | 66.63%-60.2pp | 35.65%-29.2pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $313 | $3,113-90.0% | $4,523-93.1% | $4,299-92.7% |
| Admin fee / account holder | $13,672 | $4,988+174.1% | $6,160+121.9% | $6,940+97.0% |