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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 | $16,612 | $65,566-74.7% | $86,235-80.7% | $75,177-77.9% |
| Participation rate | 3.3% | 60.5%-57.2pp | 69.0%-65.7pp | 67.2%-63.9pp |
| Annual return | 4.21% | 46.07%-41.9pp | 1170.03%-1165.8pp | 160.75%-156.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $264 | $3,023-91.3% | $3,987-93.4% | $4,126-93.6% |
| Admin fee / account holder | $547 | $5,470-90.0% | $6,856-92.0% | $5,651-90.3% |