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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 | $6,291 | $37,446-83.2% | $77,513-91.9% | $79,852-92.1% |
| Participation rate | 9.1% | 41.5%-32.4pp | 54.2%-45.1pp | 69.6%-60.5pp |
| Annual return | 3.50% | 39.76%-36.3pp | 54.81%-51.3pp | 31.72%-28.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $60 | $1,261-95.3% | $1,861-96.8% | $3,740-98.4% |
| Admin fee / account holder | $3,715 | $2,506+48.2% | $2,859+29.9% | $5,306-30.0% |