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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 | $6,345 | $55,423-88.6% | $155,602-95.9% | $74,400-91.5% |
| Participation rate | 16.5% | 61.9%-45.4pp | 78.2%-61.7pp | 67.2%-50.7pp |
| Annual return | 8.61% | 269.07%-260.5pp | 64.81%-56.2pp | 1367.51%-1358.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $374 | $2,835-86.8% | $5,629-93.4% | $4,348-91.4% |
| Admin fee / account holder | $2,936 | $1,744+68.3% | $15,923-81.6% | $1,944+51.1% |