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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 | $311 | $81,331-99.6% | $155,534-99.8% | $80,935-99.6% |
| Participation rate | 3.1% | 66.3%-63.1pp | 78.2%-75.1pp | 67.7%-64.5pp |
| Annual return | -5.71% | 33.37%-39.1pp | 64.92%-70.6pp | 35.66%-41.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $15 | $3,454-99.6% | $5,630-99.7% | $4,299-99.6% |
| Admin fee / account holder | $668 | $7,999-91.6% | $15,900-95.8% | $6,924-90.4% |