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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 | $6,006 | $84,518-92.9% | $67,704-91.1% | $125,389-95.2% |
| Participation rate | 62.5% | 74.8%-12.3pp | 67.5%-5.0pp | 83.2%-20.7pp |
| Annual return | -16.61% | 2.57%-19.2pp | 25.41%-42.0pp | 282.24%-298.9pp |
| Employer contribution / active EE | $4,197 | $3,292+27.5% | $2,559+64.0% | $4,866-13.8% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,284 | $5,340-57.2% | $4,255-46.3% | $9,541-76.1% |