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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 | $5,781 | $88,707-93.5% | $74,184-92.2% | $273,972-97.9% |
| Participation rate | 45.5% | 79.4%-34.0pp | 76.6%-31.2pp | 83.0%-37.6pp |
| Annual return | 1.67% | 11.94%-10.3pp | 17.74%-16.1pp | 41.46%-39.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $944 | $4,212-77.6% | $3,550-73.4% | $5,287-82.1% |
| Admin fee / account holder | $946 | $8,717-89.1% | $5,586-83.1% | $10,133-90.7% |