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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 | $4,284 | $45,043-90.5% | $63,005-93.2% | $70,124-93.9% |
| Participation rate | 30.4% | 69.5%-39.1pp | 74.8%-44.4pp | 69.5%-39.2pp |
| Annual return | 2.56% | 18.76%-16.2pp | 87.59%-85.0pp | 73.14%-70.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $404 | $2,466-83.6% | $3,329-87.9% | $3,332-87.9% |
| Admin fee / account holder | $1,484 | $2,833-47.6% | $3,599-58.8% | $4,645-68.1% |