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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 | $9,824 | $68,852-85.7% | $120,524-91.8% | $80,925-87.9% |
| Participation rate | 9.8% | 61.6%-51.9pp | 71.9%-62.2pp | 67.7%-57.9pp |
| Annual return | 4.21% | 23.67%-19.5pp | 107.36%-103.2pp | 35.65%-31.4pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $324 | $3,187-89.8% | $4,994-93.5% | $4,299-92.5% |
| Admin fee / account holder | $46,194 | $5,781+699.1% | $9,440+389.4% | $6,940+565.6% |