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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 | $8,302 | $85,171-90.3% | $172,752-95.2% | $72,975-88.6% |
| Participation rate | 15.5% | 70.1%-54.5pp | 82.6%-67.1pp | 69.5%-54.0pp |
| Annual return | 15.92% | 27.32%-11.4pp | 802.97%-787.1pp | 81.01%-65.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $649 | $3,260-80.1% | $5,198-87.5% | $3,608-82.0% |
| Admin fee / account holder | $530 | $5,880-91.0% | $13,955-96.2% | $5,124-89.7% |