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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 | $2,483 | $51,207-95.2% | $70,565-96.5% | $75,177-96.7% |
| Participation rate | 14.3% | 61.0%-46.7pp | 68.4%-54.1pp | 67.2%-52.9pp |
| Annual return | 6.61% | 30.05%-23.4pp | 32.79%-26.2pp | 160.75%-154.1pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $531 | $2,850-81.4% | $4,568-88.4% | $4,126-87.1% |
| Admin fee / account holder | $3,194 | $4,097-22.1% | $6,430-50.3% | $5,651-43.5% |