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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 | $2,310 | $29,507-92.2% | $56,025-95.9% | $77,762-97.0% |
| Participation rate | 3.5% | 32.7%-29.2pp | 52.5%-49.0pp | 70.6%-67.1pp |
| Annual return | 5.60% | 18.90%-13.3pp | 1712.69%-1707.1pp | 31.27%-25.7pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $18 | $1,062-98.3% | $1,955-99.1% | $4,651-99.6% |
| Admin fee / account holder | $923 | $1,041-11.3% | $2,828-67.4% | $433+113.2% |