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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 | $6,568 | $53,236-87.7% | $86,233-92.4% | $103,975-93.7% |
| Participation rate | 0.5% | 34.4%-33.9pp | 69.0%-68.5pp | 72.5%-72.0pp |
| Annual return | 7.81% | 16.04%-8.2pp | 61.39%-53.6pp | 19.41%-11.6pp |
| Employer contribution / active EE | $0 | $1,362-100.0% | $2,504-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $17 | $2,309-99.3% | $4,559-99.6% | $5,343-99.7% |
| Admin fee / account holder | $5,387 | $2,172+148.0% | $8,342-35.4% | $332+1520.7% |