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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 | $7,122 | $45,119-84.2% | $85,126-91.6% | $74,429-90.4% |
| Participation rate | 1.9% | 49.4%-47.5pp | 67.5%-65.6pp | 67.2%-65.3pp |
| Annual return | 5.42% | 26.28%-20.9pp | 66.63%-61.2pp | 1368.38%-1363.0pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $16 | $2,738-99.4% | $4,523-99.7% | $4,348-99.6% |
| Admin fee / account holder | $375 | $2,214-83.1% | $6,160-93.9% | $1,944-80.7% |