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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 | $2,791 | $91,198-96.9% | $178,503-98.4% | $79,856-96.5% |
| Participation rate | 24.0% | 69.2%-45.2pp | 81.9%-57.9pp | 69.6%-45.6pp |
| Annual return | 2.83% | 24.20%-21.4pp | 151.12%-148.3pp | 31.71%-28.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $625 | $3,237-80.7% | $5,202-88.0% | $3,741-83.3% |
| Admin fee / account holder | $2,689 | $6,748-60.1% | $13,987-80.8% | $5,306-49.3% |