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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 | $4,856 | $45,050-89.2% | $63,018-92.3% | $70,126-93.1% |
| Participation rate | 25.5% | 69.5%-44.0pp | 74.8%-49.3pp | 69.5%-44.0pp |
| Annual return | 6.01% | 18.76%-12.7pp | 87.62%-81.6pp | 73.15%-67.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $459 | $2,466-81.4% | $3,330-86.2% | $3,332-86.2% |
| Admin fee / account holder | $3,567 | $2,834+25.9% | $3,601-0.9% | $4,645-23.2% |