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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 | $6,382 | $53,837-88.1% | $75,714-91.6% | $85,847-92.6% |
| Participation rate | 30.0% | 69.1%-39.1pp | 74.8%-44.8pp | 69.3%-39.3pp |
| Annual return | 5.52% | 24.54%-19.0pp | 104.62%-99.1pp | 318.61%-313.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $430 | $2,895-85.2% | $3,820-88.8% | $3,952-89.1% |
| Admin fee / account holder | $501 | $3,339-85.0% | $3,619-86.2% | $6,261-92.0% |