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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 | $1,811 | $51,708-96.5% | $106,619-98.3% | $62,881-97.1% |
| Participation rate | 11.1% | 66.9%-55.8pp | 78.0%-66.9pp | 69.3%-58.2pp |
| Annual return | 0.69% | 4.69%-4.0pp | 9.42%-8.7pp | 20.14%-19.5pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $104 | $2,315-95.5% | $3,930-97.3% | $3,203-96.7% |
| Admin fee / account holder | $826 | $3,349-75.3% | $6,418-87.1% | $4,296-80.8% |