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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 | $13,109 | $62,672-79.1% | $185,117-92.9% | $70,126-81.3% |
| Participation rate | 22.2% | 63.8%-41.6pp | 77.3%-55.0pp | 69.5%-47.3pp |
| Annual return | 6.39% | 40.79%-34.4pp | 40.50%-34.1pp | 73.15%-66.8pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $508 | $3,272-84.5% | $5,045-89.9% | $3,332-84.7% |
| Admin fee / account holder | $9,948 | $3,932+153.0% | $8,159+21.9% | $4,645+114.1% |