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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 | $4,047 | $47,848-91.5% | $81,473-95.0% | $70,126-94.2% |
| Participation rate | 13.3% | 58.3%-44.9pp | 68.0%-54.6pp | 69.5%-56.2pp |
| Annual return | 8.66% | 27.25%-18.6pp | 38.78%-30.1pp | 73.15%-64.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $107 | $2,453-95.7% | $3,537-97.0% | $3,332-96.8% |
| Admin fee / account holder | $542 | $3,145-82.8% | $4,561-88.1% | $4,645-88.3% |