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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 | $2,861 | $90,400-96.8% | $186,193-98.5% | $87,485-96.7% |
| Participation rate | 16.2% | 66.2%-50.0pp | 77.1%-60.9pp | 68.9%-52.7pp |
| Annual return | -6.50% | 22.15%-28.6pp | 78.03%-84.5pp | 26.06%-32.6pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $648 | $4,330-85.0% | $6,513-90.1% | $4,274-84.8% |
| Admin fee / account holder | $3,274 | $8,673-62.3% | $11,058-70.4% | $7,775-57.9% |