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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 | $8,319 | $77,908-89.3% | $149,696-94.4% | $75,173-88.9% |
| Participation rate | 35.0% | 65.6%-30.6pp | 78.8%-43.8pp | 67.2%-32.2pp |
| Annual return | 2.49% | 31.73%-29.2pp | 134.46%-132.0pp | 160.72%-158.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $90 | $3,411-97.4% | $5,682-98.4% | $4,126-97.8% |
| Admin fee / account holder | $8,966 | $5,950+50.7% | $13,212-32.1% | $5,651+58.7% |