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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 | $2,725 | $77,962-96.5% | $178,540-98.5% | $80,935-96.6% |
| Participation rate | 8.8% | 65.7%-56.8pp | 77.1%-68.3pp | 67.7%-58.8pp |
| Annual return | 9.32% | 18.10%-8.8pp | 27.15%-17.8pp | 35.66%-26.3pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $86 | $4,404-98.0% | $6,281-98.6% | $4,299-98.0% |
| Admin fee / account holder | $1,607 | $7,156-77.5% | $10,424-84.6% | $6,924-76.8% |