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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 | $1,278 | $37,156-96.6% | $83,854-98.5% | $86,983-98.5% |
| Participation rate | 4.0% | 49.1%-45.1pp | 59.1%-55.1pp | 69.5%-65.5pp |
| Annual return | 4.29% | 29.88%-25.6pp | 31.39%-27.1pp | 25.83%-21.5pp |
| Employer contribution / active EE | $50 | $661-92.4% | $1,017-95.1% | $2,584-98.1% |
| Participant deferral / active EE | $70 | $1,418-95.1% | $2,035-96.6% | $4,194-98.3% |
| Admin fee / account holder | $2,755 | $2,510+9.8% | $3,197-13.8% | $7,856-64.9% |