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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 | $2,028 | $46,360-95.6% | $147,617-98.6% | $52,331-96.1% |
| Participation rate | 27.0% | 64.9%-37.9pp | 84.6%-57.6pp | 68.1%-41.1pp |
| Annual return | -5.37% | 1.62%-7.0pp | 61.98%-67.3pp | 4.54%-9.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $322 | $2,258-85.7% | $4,895-93.4% | $3,022-89.3% |
| Admin fee / account holder | $311 | $766-59.4% | $11,612-97.3% | $592-47.5% |