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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 | $3,128 | $63,346-95.1% | $92,239-96.6% | $70,124-95.5% |
| Participation rate | 27.5% | 68.7%-41.2pp | 76.5%-49.0pp | 69.5%-42.0pp |
| Annual return | 9.80% | 530.19%-520.4pp | 176.29%-166.5pp | 73.14%-63.3pp |
| Employer contribution / active EE | $675 | $2,471-72.7% | $3,680-81.7% | $2,342-71.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,471 | $3,841-61.7% | $5,194-71.7% | $4,645-68.3% |