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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 | $2,864 | $98,776-97.1% | $149,745-98.1% | $79,856-96.4% |
| Participation rate | 7.4% | 75.8%-68.4pp | 82.5%-75.1pp | 69.6%-62.2pp |
| Annual return | 1.71% | 27.38%-25.7pp | 276.72%-275.0pp | 31.71%-30.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $212 | $5,681-96.3% | $6,843-96.9% | $3,741-94.3% |
| Admin fee / account holder | $2,680 | $6,053-55.7% | $9,312-71.2% | $5,306-49.5% |