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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 | $10,397 | $45,123-77.0% | $85,240-87.8% | $74,478-86.0% |
| Participation rate | 44.8% | 49.4%-4.6pp | 67.5%-22.8pp | 67.2%-22.5pp |
| Annual return | 4.68% | 26.32%-21.6pp | 66.75%-62.1pp | 1370.56%-1365.9pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $236 | $2,736-91.4% | $4,527-94.8% | $4,350-94.6% |
| Admin fee / account holder | $983 | $2,215-55.6% | $6,165-84.1% | $1,946-49.5% |