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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 | $4,133 | $53,128-92.2% | $86,582-95.2% | $70,126-94.1% |
| Participation rate | 14.3% | 65.3%-51.0pp | 73.5%-59.3pp | 69.5%-55.3pp |
| Annual return | 11.00% | 27.66%-16.7pp | 965.08%-954.1pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $193 | $2,695-92.9% | $3,609-94.7% | $3,332-94.2% |
| Admin fee / account holder | $429 | $3,584-88.0% | $4,904-91.3% | $4,645-90.8% |