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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 | $5,245 | $63,861-91.8% | $104,625-95.0% | $79,852-93.4% |
| Participation rate | 51.7% | 64.9%-13.2pp | 74.1%-22.4pp | 69.6%-17.9pp |
| Annual return | 2.42% | 21.30%-18.9pp | 340.60%-338.2pp | 31.72%-29.3pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $632 | $2,693-76.5% | $3,738-83.1% | $3,740-83.1% |
| Admin fee / account holder | $23,423 | $4,185+459.7% | $6,465+262.3% | $5,306+341.4% |