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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 | $10,605 | $45,109-76.5% | $85,240-87.6% | $77,762-86.4% |
| Participation rate | 0.5% | 48.7%-48.1pp | 67.5%-67.0pp | 70.6%-70.0pp |
| Annual return | 7.75% | 79.55%-71.8pp | 66.75%-59.0pp | 31.27%-23.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $30 | $2,814-98.9% | $4,527-99.3% | $4,651-99.4% |
| Admin fee / account holder | $538 | $915-41.2% | $6,165-91.3% | $433+24.3% |