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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 | $4,194 | $57,140-92.7% | $85,240-95.1% | $80,959-94.8% |
| Participation rate | 4.1% | 56.4%-52.4pp | 67.5%-63.5pp | 67.7%-63.6pp |
| Annual return | 10.52% | 21.71%-11.2pp | 66.75%-56.2pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $81 | $3,115-97.4% | $4,527-98.2% | $4,300-98.1% |
| Admin fee / account holder | $7,647 | $4,992+53.2% | $6,165+24.0% | $6,925+10.4% |