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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 | $3,246 | $63,703-94.9% | $93,063-96.5% | $82,448-96.1% |
| Participation rate | 15.2% | 63.8%-48.7pp | 72.1%-57.0pp | 68.1%-52.9pp |
| Annual return | 5.69% | -775.43%+781.1pp | 34.15%-28.5pp | 41.64%-36.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $158 | $2,919-94.6% | $3,958-96.0% | $4,139-96.2% |
| Admin fee / account holder | $3,370 | $5,982-43.7% | $6,033-44.1% | $7,234-53.4% |