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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 | $4,342 | $95,415-95.4% | $185,851-97.7% | $85,851-94.9% |
| Participation rate | 16.7% | 68.8%-52.1pp | 81.7%-65.0pp | 69.3%-52.7pp |
| Annual return | 2.72% | 23.59%-20.9pp | 122.11%-119.4pp | 318.63%-315.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $100 | $3,424-97.1% | $5,569-98.2% | $3,952-97.5% |
| Admin fee / account holder | $542 | $7,215-92.5% | $16,245-96.7% | $6,261-91.3% |