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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 | $5,481 | $55,902-90.2% | $76,030-92.8% | $80,959-93.2% |
| Participation rate | 18.8% | 62.1%-43.3pp | 69.1%-50.3pp | 67.7%-48.9pp |
| Annual return | 1.50% | 20.59%-19.1pp | 361.54%-360.0pp | 35.67%-34.2pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $845 | $3,051-72.3% | $4,257-80.2% | $4,300-80.4% |
| Admin fee / account holder | $21,236 | $5,239+305.3% | $6,421+230.8% | $6,925+206.6% |