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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 | $4,395 | $72,446-93.9% | $67,561-93.5% | $145,877-97.0% |
| Participation rate | 18.2% | 76.9%-58.7pp | 72.9%-54.7pp | 80.3%-62.1pp |
| Annual return | 6.86% | 7211.98%-7205.1pp | 3525.44%-3518.6pp | 551.28%-544.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $569 | $4,785-88.1% | $4,003-85.8% | $6,691-91.5% |
| Admin fee / account holder | $13,558 | $5,541+144.7% | $4,006+238.5% | $13,402+1.2% |