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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 | $5,642 | $70,666-92.0% | $169,385-96.7% | $75,181-92.5% |
| Participation rate | 5.9% | 64.8%-58.9pp | 77.2%-71.3pp | 67.2%-61.3pp |
| Annual return | 13.91% | 36.37%-22.5pp | 405.82%-391.9pp | 160.69%-146.8pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $178 | $4,308-95.9% | $6,221-97.1% | $4,126-95.7% |
| Admin fee / account holder | $1,056 | $5,402-80.5% | $9,011-88.3% | $5,650-81.3% |