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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 | $11,585 | $65,084-82.2% | $67,681-82.9% | $64,340-82.0% |
| Participation rate | 3.1% | 66.7%-63.6pp | 73.7%-70.6pp | 55.2%-52.2pp |
| Annual return | 8.17% | 20.50%-12.3pp | 590.58%-582.4pp | 24.14%-16.0pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $13 | $3,210-99.6% | $3,976-99.7% | $2,980-99.6% |
| Admin fee / account holder | $1,313 | $1,415-7.2% | $6,100-78.5% | $3,703-64.5% |