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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 | $29,569-74.5% | $56,077-86.6% | $77,714-90.3% |
| Participation rate | 3.9% | 32.6%-28.7pp | 52.5%-48.6pp | 70.6%-66.7pp |
| Annual return | 10.09% | 18.90%-8.8pp | 1709.28%-1699.2pp | 31.26%-21.2pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,040-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $152 | $1,061-85.7% | $1,954-92.2% | $4,649-96.7% |
| Admin fee / account holder | $3,157 | $1,042+202.9% | $2,825+11.8% | $433+628.7% |