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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 | $4,187 | $37,446-88.8% | $77,513-94.6% | $79,852-94.8% |
| Participation rate | 15.9% | 41.5%-25.6pp | 54.2%-38.3pp | 69.6%-53.7pp |
| Annual return | 1.71% | 39.76%-38.1pp | 54.81%-53.1pp | 31.72%-30.0pp |
| Employer contribution / active EE | $122 | $637-80.9% | $987-87.7% | $2,471-95.1% |
| Participant deferral / active EE | $263 | $1,261-79.1% | $1,861-85.9% | $3,740-93.0% |
| Admin fee / account holder | $2,748 | $2,506+9.7% | $2,859-3.9% | $5,306-48.2% |