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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 | $8,226 | $54,701-85.0% | $86,200-90.5% | $71,476-88.5% |
| Participation rate | 6.6% | 60.1%-53.5pp | 69.0%-62.4pp | 67.9%-61.4pp |
| Annual return | 1.51% | 20.06%-18.5pp | 1168.58%-1167.1pp | 28.85%-27.3pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,381-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $249 | $3,108-92.0% | $3,986-93.8% | $4,290-94.2% |
| Admin fee / account holder | $6,254 | $1,922+225.4% | $6,853-8.7% | $1,587+293.9% |