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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 | $910 | $81,331-98.9% | $155,534-99.4% | $80,935-98.9% |
| Participation rate | 15.6% | 66.3%-50.6pp | 78.2%-62.6pp | 67.7%-52.0pp |
| Annual return | 2.84% | 33.37%-30.5pp | 64.92%-62.1pp | 35.66%-32.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $470 | $3,454-86.4% | $5,630-91.7% | $4,299-89.1% |
| Admin fee / account holder | $2,741 | $7,999-65.7% | $15,900-82.8% | $6,924-60.4% |