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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 | $2,302 | $68,878-96.7% | $120,574-98.1% | $80,935-97.2% |
| Participation rate | 10.9% | 61.7%-50.8pp | 71.9%-61.1pp | 67.7%-56.8pp |
| Annual return | 8.95% | 23.67%-14.7pp | 107.42%-98.5pp | 35.66%-26.7pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $216 | $3,189-93.2% | $4,996-95.7% | $4,299-95.0% |
| Admin fee / account holder | $1,857 | $5,782-67.9% | $9,445-80.3% | $6,924-73.2% |