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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 | $3,770 | $41,377-90.9% | $109,313-96.6% | $62,881-94.0% |
| Participation rate | 19.0% | 57.5%-38.5pp | 71.3%-52.2pp | 69.3%-50.3pp |
| Annual return | -2.49% | 11.05%-13.5pp | 22.07%-24.6pp | 20.14%-22.6pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $282 | $2,045-86.2% | $3,166-91.1% | $3,203-91.2% |
| Admin fee / account holder | $741 | $2,884-74.3% | $5,666-86.9% | $4,296-82.7% |