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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 | $1,982 | $57,140-96.5% | $85,240-97.7% | $80,959-97.6% |
| Participation rate | 4.9% | 56.4%-51.5pp | 67.5%-62.6pp | 67.7%-62.7pp |
| Annual return | 3.49% | 21.71%-18.2pp | 66.75%-63.3pp | 35.67%-32.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $51 | $3,115-98.4% | $4,527-98.9% | $4,300-98.8% |
| Admin fee / account holder | $2,633 | $4,992-47.3% | $6,165-57.3% | $6,925-62.0% |