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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 | $5,876 | $34,316-82.9% | $74,722-92.1% | $72,975-91.9% |
| Participation rate | 16.9% | 42.4%-25.6pp | 54.5%-37.6pp | 69.5%-52.6pp |
| Annual return | 15.94% | 26.58%-10.6pp | 753.11%-737.2pp | 81.01%-65.1pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7 | $1,272-99.5% | $1,963-99.7% | $3,608-99.8% |
| Admin fee / account holder | $1,344 | $2,125-36.7% | $3,335-59.7% | $5,124-73.8% |