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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 | $13,796 | $102,422-86.5% | $147,117-90.6% | $80,959-83.0% |
| Participation rate | 20.5% | 75.9%-55.4pp | 82.2%-61.7pp | 67.7%-47.2pp |
| Annual return | 10.04% | 135.16%-125.1pp | 420.54%-410.5pp | 35.67%-25.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,386 | $6,652-79.2% | $8,065-82.8% | $4,300-67.8% |
| Admin fee / account holder | $25,823 | $7,953+224.7% | $12,993+98.7% | $6,925+272.9% |