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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 | $3,208 | $77,814-95.9% | $158,223-98.0% | $86,983-96.3% |
| Participation rate | 11.5% | 68.4%-56.9pp | 79.2%-67.7pp | 69.5%-58.0pp |
| Annual return | 6.32% | 30.54%-24.2pp | 52.09%-45.8pp | 25.83%-19.5pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $161 | $3,270-95.1% | $5,467-97.1% | $4,194-96.2% |
| Admin fee / account holder | $7,633 | $5,879+29.8% | $16,047-52.4% | $7,856-2.8% |