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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 | $2,415 | $51,194-95.3% | $70,525-96.6% | $75,173-96.8% |
| Participation rate | 20.5% | 60.9%-40.5pp | 68.4%-47.9pp | 67.2%-46.7pp |
| Annual return | -0.07% | 30.03%-30.1pp | 32.76%-32.8pp | 160.65%-160.7pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,974-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $140 | $2,850-95.1% | $4,567-96.9% | $4,126-96.6% |
| Admin fee / account holder | $771 | $4,092-81.2% | $6,413-88.0% | $5,651-86.4% |