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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 | $4,999 | $57,285-91.3% | $86,605-94.2% | $75,173-93.3% |
| Participation rate | 64.3% | 63.2%+1.1pp | 71.7%-7.4pp | 67.2%-2.9pp |
| Annual return | 13.07% | 2671.04%-2658.0pp | 591.39%-578.3pp | 160.65%-147.6pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $646 | $3,318-80.5% | $4,438-85.4% | $4,126-84.3% |
| Admin fee / account holder | $3,492 | $4,112-15.1% | $5,611-37.8% | $5,651-38.2% |