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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 | $3,174 | $101,063-96.9% | $81,473-96.1% | $147,585-97.8% |
| Participation rate | 9.1% | 74.5%-65.4pp | 68.0%-58.9pp | 82.8%-73.7pp |
| Annual return | 4.54% | 32.41%-27.9pp | 38.78%-34.2pp | 578.58%-574.0pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $200 | $4,242-95.3% | $3,537-94.3% | $5,439-96.3% |
| Admin fee / account holder | $7,919 | $5,812+36.2% | $4,561+73.6% | $10,886-27.3% |