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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 | $4,321 | $71,878-94.0% | $86,698-95.0% | $68,486-93.7% |
| Participation rate | 44.9% | 72.2%-27.3pp | 76.6%-31.7pp | 67.9%-23.0pp |
| Annual return | -19.92% | 3.53%-23.5pp | 35.95%-55.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $588 | $3,779-84.4% | $4,656-87.4% | $4,028-85.4% |
| Admin fee / account holder | $1,678 | $6,113-72.6% | $7,493-77.6% | $5,404-69.0% |