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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 | $3,801 | $45,119-91.6% | $85,126-95.5% | $74,429-94.9% |
| Participation rate | 26.6% | 49.4%-22.7pp | 67.5%-40.9pp | 67.2%-40.6pp |
| Annual return | -1.31% | 26.28%-27.6pp | 66.63%-67.9pp | 1368.38%-1369.7pp |
| Employer contribution / active EE | $381 | $1,460-73.9% | $2,731-86.0% | $2,625-85.5% |
| Participant deferral / active EE | $493 | $2,738-82.0% | $4,523-89.1% | $4,348-88.7% |
| Admin fee / account holder | $769 | $2,214-65.2% | $6,160-87.5% | $1,944-60.4% |