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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 | $3,177 | $45,266-93.0% | $103,693-96.9% | $65,306-95.1% |
| Participation rate | 8.3% | 53.3%-45.1pp | 72.6%-64.4pp | 57.7%-49.4pp |
| Annual return | 5.47% | 25.10%-19.6pp | 47.61%-42.1pp | 21.94%-16.5pp |
| Employer contribution / active EE | $0 | $1,765-100.0% | $2,920-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $86 | $2,099-95.9% | $4,579-98.1% | $2,959-97.1% |
| Admin fee / account holder | $5,127 | $3,221+59.2% | $7,858-34.8% | $3,480+47.3% |