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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 | $1,663 | $45,343-96.3% | $150,298-98.9% | $67,986-97.6% |
| Participation rate | 54.1% | 51.9%+2.2pp | 77.8%-23.7pp | 57.2%-3.1pp |
| Annual return | 11.79% | 33.28%-21.5pp | 62.79%-51.0pp | 31.67%-19.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $238 | $2,055-88.4% | $5,453-95.6% | $3,358-92.9% |
| Admin fee / account holder | $328 | $2,250-85.4% | $14,116-97.7% | $3,203-89.8% |