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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 | $2,942 | $60,128-95.1% | $90,440-96.7% | $79,852-96.3% |
| Participation rate | 15.9% | 65.0%-49.1pp | 72.7%-56.8pp | 69.6%-53.7pp |
| Annual return | 2.98% | 71.95%-69.0pp | 1294.38%-1291.4pp | 31.72%-28.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $129 | $2,939-95.6% | $3,964-96.7% | $3,740-96.5% |
| Admin fee / account holder | $306 | $3,977-92.3% | $5,615-94.6% | $5,306-94.2% |