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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 | $73,107-95.6% | $114,563-97.2% | $87,485-96.3% |
| Participation rate | 15.2% | 65.8%-50.6pp | 72.9%-57.8pp | 68.9%-53.8pp |
| Annual return | 5.69% | 19.47%-13.8pp | 241.09%-235.4pp | 26.06%-20.4pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $158 | $3,144-95.0% | $4,142-96.2% | $4,274-96.3% |
| Admin fee / account holder | $3,370 | $5,770-41.6% | $7,623-55.8% | $7,775-56.7% |