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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 | $3,843 | $77,638-95.1% | $156,551-97.5% | $62,881-93.9% |
| Participation rate | 19.2% | 71.2%-52.0pp | 84.0%-64.8pp | 69.3%-50.1pp |
| Annual return | 0.33% | 50.33%-50.0pp | 32.23%-31.9pp | 20.14%-19.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $240 | $3,046-92.1% | $4,871-95.1% | $3,203-92.5% |
| Admin fee / account holder | $28,990 | $5,561+421.3% | $13,028+122.5% | $4,296+574.9% |