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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 | $13,004 | $55,694-76.7% | $81,882-84.1% | $200,096-93.5% |
| Participation rate | 6.6% | 62.7%-56.1pp | 72.4%-65.8pp | 72.0%-65.5pp |
| Annual return | 9.68% | 19.59%-9.9pp | 779.47%-769.8pp | 34.26%-24.6pp |
| Employer contribution / active EE | $0 | $2,114-100.0% | $2,916-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $109 | $3,299-96.7% | $4,323-97.5% | $5,090-97.9% |
| Admin fee / account holder | $972 | $348+179.2% | $7,360-86.8% | $269+260.9% |