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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 | $21,297 | $102,422-79.2% | $147,117-85.5% | $80,959-73.7% |
| Participation rate | 3.9% | 75.9%-72.0pp | 82.2%-78.3pp | 67.7%-63.8pp |
| Annual return | 6.81% | 135.16%-128.3pp | 420.54%-413.7pp | 35.67%-28.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $106 | $6,652-98.4% | $8,065-98.7% | $4,300-97.5% |
| Admin fee / account holder | $668 | $7,953-91.6% | $12,993-94.9% | $6,925-90.3% |