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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 | $2,999 | $41,016-92.7% | $152,093-98.0% | $64,097-95.3% |
| Participation rate | 9.4% | 51.3%-42.0pp | 77.8%-68.4pp | 55.2%-45.8pp |
| Annual return | 3.39% | 39.60%-36.2pp | 66.36%-63.0pp | 34.64%-31.3pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $109 | $1,927-94.4% | $5,451-98.0% | $3,080-96.5% |
| Admin fee / account holder | $2,409 | $2,305+4.5% | $14,497-83.4% | $3,454-30.3% |