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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 | $4,838 | $46,877-89.7% | $122,354-96.0% | $70,126-93.1% |
| Participation rate | 13.2% | 58.2%-45.1pp | 71.6%-58.5pp | 69.5%-56.4pp |
| Annual return | 10.88% | 24.22%-13.3pp | 30.28%-19.4pp | 73.15%-62.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $153 | $2,167-92.9% | $3,287-95.3% | $3,332-95.4% |
| Admin fee / account holder | $3,102 | $3,324-6.7% | $5,479-43.4% | $4,645-33.2% |