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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 | $5,381 | $76,407-93.0% | $150,298-96.4% | $82,448-93.5% |
| Participation rate | 4.8% | 66.4%-61.6pp | 77.8%-73.0pp | 68.1%-63.3pp |
| Annual return | 12.22% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $69 | $3,214-97.9% | $5,453-98.7% | $4,139-98.3% |
| Admin fee / account holder | $2,801 | $6,352-55.9% | $14,116-80.2% | $7,234-61.3% |