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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 | $76,407-95.8% | $150,298-97.9% | $82,448-96.1% |
| Participation rate | 11.5% | 66.4%-54.9pp | 77.8%-66.2pp | 68.1%-56.5pp |
| Annual return | 6.32% | 39.99%-33.7pp | 62.79%-56.5pp | 41.64%-35.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $161 | $3,214-95.0% | $5,453-97.1% | $4,139-96.1% |
| Admin fee / account holder | $7,633 | $6,352+20.2% | $14,116-45.9% | $7,234+5.5% |