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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 | $4,136 | $81,331-94.9% | $155,534-97.3% | $80,935-94.9% |
| Participation rate | 9.8% | 66.3%-56.5pp | 78.2%-68.5pp | 67.7%-57.9pp |
| Annual return | 6.74% | 33.37%-26.6pp | 64.92%-58.2pp | 35.66%-28.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $54 | $3,454-98.4% | $5,630-99.0% | $4,299-98.7% |
| Admin fee / account holder | $1,961 | $7,999-75.5% | $15,900-87.7% | $6,924-71.7% |