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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 | $4,575 | $87,546-94.8% | $75,784-94.0% | $125,389-96.4% |
| Participation rate | 38.5% | 80.2%-41.7pp | 75.8%-37.4pp | 83.2%-44.7pp |
| Annual return | -11.96% | 13.49%-25.4pp | 9.68%-21.6pp | 282.24%-294.2pp |
| Employer contribution / active EE | $634 | $3,930-83.9% | $3,323-80.9% | $4,866-87.0% |
| Participant deferral / active EE | $852 | $4,230-79.9% | $3,652-76.7% | $5,352-84.1% |
| Admin fee / account holder | $439 | $6,503-93.2% | $5,300-91.7% | $9,541-95.4% |