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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 | $81,262-94.9% | $155,602-97.3% | $80,911-94.9% |
| Participation rate | 9.8% | 66.2%-56.5pp | 78.2%-68.4pp | 67.6%-57.9pp |
| Annual return | 6.74% | 33.34%-26.6pp | 64.81%-58.1pp | 35.63%-28.9pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $54 | $3,451-98.4% | $5,629-99.0% | $4,297-98.7% |
| Admin fee / account holder | $1,961 | $7,992-75.5% | $15,923-87.7% | $6,935-71.7% |