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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 | $4,187 | $117,846-96.4% | $102,434-95.9% | $145,884-97.1% |
| Participation rate | 21.4% | 78.6%-57.2pp | 76.5%-55.1pp | 80.3%-58.9pp |
| Annual return | -32.28% | 31.90%-64.2pp | 29.46%-61.7pp | 551.85%-584.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $334 | $5,733-94.2% | $5,055-93.4% | $6,690-95.0% |
| Admin fee / account holder | $1,660 | $13,356-87.6% | $9,462-82.5% | $13,392-87.6% |