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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 | $1,303 | $70,684-98.2% | $169,390-99.2% | $75,173-98.3% |
| Participation rate | 6.3% | 64.8%-58.6pp | 77.2%-70.9pp | 67.2%-61.0pp |
| Annual return | 6.01% | 36.38%-30.4pp | 406.07%-400.1pp | 160.72%-154.7pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $83 | $4,310-98.1% | $6,222-98.7% | $4,126-98.0% |
| Admin fee / account holder | $1,360 | $5,404-74.8% | $9,015-84.9% | $5,651-75.9% |