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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 | $7,529 | $29,507-74.5% | $56,025-86.6% | $77,762-90.3% |
| Participation rate | 3.9% | 32.7%-28.8pp | 52.5%-48.6pp | 70.6%-66.7pp |
| Annual return | 10.09% | 18.90%-8.8pp | 1712.69%-1702.6pp | 31.27%-21.2pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $152 | $1,062-85.7% | $1,955-92.2% | $4,651-96.7% |
| Admin fee / account holder | $3,157 | $1,041+203.4% | $2,828+11.6% | $433+629.4% |