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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 | $4,050 | $75,541-94.6% | $152,093-97.3% | $82,637-95.1% |
| Participation rate | 15.5% | 66.5%-51.0pp | 77.8%-62.2pp | 68.1%-52.5pp |
| Annual return | -33.27% | 32.56%-65.8pp | 66.36%-99.6pp | 53.51%-86.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $148 | $3,206-95.4% | $5,451-97.3% | $4,126-96.4% |
| Admin fee / account holder | $2,277 | $6,405-64.4% | $14,497-84.3% | $7,339-69.0% |