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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 | $13,898 | $55,457-74.9% | $76,119-81.7% | $77,736-82.1% |
| Participation rate | 1.4% | 63.6%-62.2pp | 69.1%-67.7pp | 70.6%-69.2pp |
| Annual return | 8.60% | 17.09%-8.5pp | 361.25%-352.6pp | 31.26%-22.7pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,693-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $77 | $3,454-97.8% | $4,259-98.2% | $4,651-98.3% |
| Admin fee / account holder | $2,714 | $411+560.7% | $6,421-57.7% | $433+526.3% |