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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 | $4,190 | $83,485-95.0% | $125,192-96.7% | $72,975-94.3% |
| Participation rate | 12.0% | 73.3%-61.3pp | 79.8%-67.8pp | 69.5%-57.5pp |
| Annual return | 13.47% | 25.77%-12.3pp | 43.79%-30.3pp | 81.01%-67.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,539 | $3,586-57.1% | $4,937-68.8% | $3,608-57.3% |
| Admin fee / account holder | $259,379 | $5,518+4600.7% | $9,704+2573.0% | $5,124+4962.0% |