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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 | $3,308 | $63,346-94.8% | $92,240-96.4% | $70,126-95.3% |
| Participation rate | 40.9% | 68.7%-27.8pp | 76.5%-35.6pp | 69.5%-28.6pp |
| Annual return | 3.54% | 530.19%-526.7pp | 176.29%-172.8pp | 73.15%-69.6pp |
| Employer contribution / active EE | $1,241 | $2,471-49.8% | $3,680-66.3% | $2,343-47.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $407 | $3,841-89.4% | $5,194-92.2% | $4,645-91.2% |