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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 | $4,603 | $69,977-93.4% | $108,582-95.8% | $62,881-92.7% |
| Participation rate | 15.4% | 72.9%-57.5pp | 79.6%-64.2pp | 69.3%-53.9pp |
| Annual return | 2.99% | 10.73%-7.7pp | -51.70%+54.7pp | 20.14%-17.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $410 | $3,165-87.1% | $4,311-90.5% | $3,203-87.2% |
| Admin fee / account holder | $574 | $5,076-88.7% | $7,645-92.5% | $4,296-86.6% |