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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 | $4,121 | $58,234-92.9% | $81,783-95.0% | $80,874-94.9% |
| Participation rate | 32.5% | 63.4%-31.0pp | 72.4%-39.9pp | 67.6%-35.2pp |
| Annual return | 6.66% | 41.70%-35.0pp | 775.05%-768.4pp | 35.62%-29.0pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $321 | $3,283-90.2% | $4,320-92.6% | $4,297-92.5% |
| Admin fee / account holder | $715 | $4,982-85.6% | $7,380-90.3% | $6,935-89.7% |