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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 | $3,137 | $57,119-94.5% | $85,187-96.3% | $80,935-96.1% |
| Participation rate | 4.0% | 56.4%-52.4pp | 67.5%-63.5pp | 67.7%-63.7pp |
| Annual return | -8.23% | 21.70%-29.9pp | 66.67%-74.9pp | 35.66%-43.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $74 | $3,115-97.6% | $4,525-98.4% | $4,299-98.3% |
| Admin fee / account holder | $1,899 | $4,990-61.9% | $6,162-69.2% | $6,924-72.6% |