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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 | $57,073-92.7% | $85,126-95.1% | $80,925-94.8% |
| Participation rate | 4.1% | 56.4%-52.3pp | 67.5%-63.5pp | 67.7%-63.6pp |
| Annual return | 10.52% | 21.69%-11.2pp | 66.63%-56.1pp | 35.65%-25.1pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $81 | $3,113-97.4% | $4,523-98.2% | $4,299-98.1% |
| Admin fee / account holder | $7,647 | $4,988+53.3% | $6,160+24.1% | $6,940+10.2% |