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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 | $1,430 | $54,541-97.4% | $78,778-98.2% | $70,126-98.0% |
| Participation rate | 1.9% | 60.8%-58.9pp | 69.2%-67.3pp | 69.5%-67.7pp |
| Annual return | 11.53% | 21.07%-9.5pp | 35.62%-24.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $19 | $2,210-99.2% | $2,958-99.4% | $3,332-99.4% |
| Admin fee / account holder | $1,666 | $3,709-55.1% | $5,134-67.5% | $4,645-64.1% |