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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 | $5,863 | $61,125-90.4% | $94,057-93.8% | $87,485-93.3% |
| Participation rate | 35.1% | 64.1%-28.9pp | 73.3%-38.2pp | 68.9%-33.8pp |
| Annual return | 9.99% | 35.20%-25.2pp | 480.62%-470.6pp | 26.06%-16.1pp |
| Employer contribution / active EE | $217 | $2,136-89.8% | $2,933-92.6% | $2,596-91.6% |
| Participant deferral / active EE | $470 | $3,260-85.6% | $4,709-90.0% | $4,274-89.0% |
| Admin fee / account holder | $2,083 | $5,629-63.0% | $7,244-71.2% | $7,775-73.2% |